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200 Clinton Ave West Suite 701, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-09 |
| FL | RA | APPROVED | 2024-12-06 |
| AL | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2024-11-04 |
Branch Locations
200 Clinton Ave West Suite 701, Huntsville, AL 35801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Huntsville | AL | 10/2009 | 10/2018 |
| Investment Advisors | Huntsville | AL | 10/2009 | 10/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 10/2024 |
| Infinity Investment Advisors Llc | Huntsville | AL | 07/2024 | Present |
licensed insurance agent with Infinity Largo, LLC owner and is a Tax Preparer for Infinity Accounting and Tax Services, Inc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
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