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Current Employers
Infinity Tax & Financial Planning

200 Clinton Ave West Suite 701, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-19
  • FL RA
    APPROVED
    Since 2024-12-19

Branch Locations

200 Clinton Ave West Suite 701, Huntsville, AL 35801 • United States

10575 68Th Ave N Suite D3, Seminole, FL 33772 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc. Largo FL 10/2009 10/2018
American Portfolios Financial Services, Inc. Seminole FL 10/2018 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 11/2024
Infinity Investment Advisors Llc Seminole FL 11/2024 Present
American Portfolios Advisors Holbrook NY 10/2018 10/2024
Investment Advisors Largo FL 11/2009 10/2018
  • 10/2009 → 10/2018
    Proequities, Inc.
    Largo, FL
  • 10/2018 → 10/2024
    American Portfolios Financial Services, Inc.
    Seminole, FL
  • 10/2024 → 11/2024
    Scottsdale, AZ
  • 11/2024 → Present
    Infinity Investment Advisors Llc
    Seminole, FL
  • 10/2018 → 10/2024
    American Portfolios Advisors
    Holbrook, NY
  • 11/2009 → 10/2018
    Investment Advisors
    Largo, FL
Previous Registrations
  • 2024-10-11 → 2024-11-11
    Scottsdale, AZ
    Seminole, FL
    Huntsville, AL
  • 2018-10-09 → 2024-10-11
    American Portfolios Advisors, Inc
    Largo, FL
    Holbrook, NY
  • 2009-11-24 → 2018-10-19
    Concourse Financial Group Securities, Inc.
    Largo, FL
    Birmingham, AL
    Largo, FL
  • 2004-07-15 → 2009-10-19
    Qa3 Financial Llc
    Largo, FL
Other Businesses

INFINITY SEMINOLE, LLC POSITION: TAX PREPARER NATURE: TAX PREP INVESTMENT RELATED: NO NUMBER OF HOURS: 360 INVESTMENT RELATED HOURS: 0 START DATE: 09/04/2001 ADDRESS: 801 WEST ABY DRIVE STE 602, LARGO FL 33770 DESCRIPTION: PREPARE TAXES JEFF MCAVADDY POSITION: FINANCIAL ADVISOR NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 12/02/2008 ADDRESS: 801 WEST BAY DRIVE SUITE 100, LARGO FL 33770 DESCRIPTION: SALE OF INDEXED ANNUITIES AND FIXED ANNUITIES AMERICAN PORTFOLIOS ADVISORS, INC. FEE BASED ADVISORY BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-30
  • S66 Uniform Combined State Law Examination
    2004-01-30
Other Names
  • Jeffrey Mcavaddy

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