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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Infinity Financial Services | Oakland | CA | 10/2011 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
1. Insurance, Investment related, 212 9th street suite 202, Oakland, CA 94607, Insurance Broker, 10/2010, 2 hours per month, 1 during trading hours, fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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