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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Riverside | CA | 06/2009 | 10/2018 |
| Infinity Securities, Inc. | Oakland | CA | 10/2018 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 09/2020 | Present |
1. Applied General Agency, Not investment related, 1040 N. Tustin Ave. Anaheim, CA 92807, 9/12/18, 4 hours per month, 0 during trading hours, Medical Health Insurance Sales. 2. Blue Shield, Not investment related, 3404 Fillmore St. Riverside, CA 92503, 09/25/2014, 5 hours per month, zero during trading hours, Health & Dental. 3. LifePro Financial Services, Inc., Investment related, 3404 Fillmore St. Riverside, CA 92503, 08/07/2019, 5 hours per month, zero during trading hours, Life, Annuity, LTC. 4. Advocate Health Services. Not investment related. Located at 1811 Englewood Rd. Suite #175. Englewood, FL 34223, Start date: 11/2020, Position: Medicare Sales. Nature: Medicare Health Insurance Sales, Approximately 3 hours per day and not during securities trading hours. Duties: Speak with clients and prospects to offer supplemental medical insurance. 5. Magellan Financial. Investment related. Located at 2947 SW Wanamaker Dr. Suite D. Topeka, KS 66614. Start Date: 09/2019, Position: Insurance Agent. IMO - Offering Life, Annuity, LTC & Insurance Products. Approximately 20 hours per month and not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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