Dwayne Tsukasa Shirakura

Employer firm

Infinity Financial Services Advisory CRD 304981

$174M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Infinity Financial Services
  Oakland, CA
• 03/2020 → Present
  Infinity Financial Services Advisory
  Oakland, CA

Previous Registrations

• 2007-04-13 → 2011-10-19
  Wells Fargo Clearing Services, Llc
  Hayward, CA
  Hayward, CA
  Walnut Creek, CA
  Antioch, CA
  Pittsburg, CA
  Hayward, CA
  San Leandro, CA
• 2006-02-08 → 2007-04-03
  Wamu Investments, Inc.
  Walnut Creek, CA
  Concord, CA
  Martinez, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Antioch, CA
  Pittsburgh, CA
• 2002-06-04 → 2002-06-28
  Citicorp Investment Services
  San Francisco, CA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-26
• S63 Uniform Securities Agent State Law Examination
  1998-06-23