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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-06-04 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
Warren, ME • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 01/2008 | 02/2019 |
| Masterman Agency | Rockland | ME | 07/2009 | 10/2018 |
| Infinity Financial Services | Oakland | CA | 02/2019 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
1. Insurance, Not investment related, 100 Crawford Hill Rd., Warren, ME 04864, Self employed, 1997, Under 10 hours per month, Under 10 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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