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9792 Maumelle Blvd, North Little Rock, AR 72113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED_RES | 2024-02-05 |
| AR | RA | APPROVED | 2016-01-25 |
Branch Locations
9792 Maumelle Blvd, North Little Rock, AR 72113 • 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 |
|---|---|---|---|---|
| David Lukas Financial | North Little Rock | AR | 06/2012 | Present |
INFINITE FINANCIAL SERVICES, INC. DBA DAVID LUKAS FINANCIAL, INVESTMENT RELATED, 9804 MAUMELLE BLVD, NORTH LITTLE ROCK, AR 72113, SELLING OF FIXED ANNUITY PRODUCTS, OWNER, 4.23.12, 12, 0; FAMILY MONEY GROUP, LLC, 7136 EAST RIDGE DR, SHERWOOD, AR 72120, INVESTMENT RELATED, MARKETING THRU RADIO, OWNER, 7.13.09, 12,0. TAX PLAN ADVANTAGE LLC; OWNER; TAX PREPARATION AND PLANNING SERVICE; INVESTMENT RELATED: NO; COORDINATING WITH CPA TO FACILITATE TAX RETURNS AND TAX PLANNING; 9792 MAUMELLE BLVD NORTH LITTLE ROCK, AR 72113; START DATE WITH BUSINESS: 2019-02-17; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 1; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: .5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-18 |
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