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Latoya Krishawn Maddox

Infinity Financial Wealth Management LLC

Norcross, GA

CRD 5232539

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Employer firm

Infinity Financial Wealth Management LLC CRD 337858

$2.90M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Infinity Financial Wealth Management Llc

5051 Peachtree Corners Suite 200, Norcross, GA 30092 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-23
  • GA RA
    APPROVED
    Since 2025-09-23

Branch Locations

5051 Peachtree Corners Suite 200, Norcross, GA 30092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilbanks Securities Advisory Atlanta GA 10/2006 04/2017
Phoenix Associates Marietta GA 05/1997 Present
Namcoa - Naples Asset Management Company, Llc Naples FL 04/2017 Present
  • 10/2006 → 04/2017
    Wilbanks Securities Advisory
    Atlanta, GA
  • 05/1997 → Present
    Phoenix Associates
    Marietta, GA
  • 04/2017 → Present
    Namcoa - Naples Asset Management Company, Llc
    Naples, FL
Previous Registrations
  • 2017-04-28 → 2025-09-24
    Marietta, GA
    Snellville, GA
    Mooresville, NC
  • 2007-02-06 → 2017-05-04
    Wilbanks Securities Advisory
    Oklahoma City, OK
    Atlanta, GA
Other Businesses

1) FINRA Arbitrator -2020 - Present FINRA (Financial Industry Regulatory Authority) Arbitrator Neutral ID: A32360. Non investment related, 5 hours per month. 2) INFINITY FINANCIAL, 400 GALLERIA PARKWAY SUITE 1500 ATLANTA, GA 30339, TAX PREPARATION, OWNER, 11/2005 TO PRESENT - NON-INVESTMENT RELATED. 10 HOURS A MONTH ALL DURING MARKET HOURS. 3) RS THOMAS TRAINING-PRE-LICENSE INSURANCE SCHOOL, TEACHER. NOT INVESTMENT RELATED. 400 GALLERIA PARKWAY SUITE 1500, ATLANTA, GA 30339. 10 HOURS A MONTH, ALL DURING TRADING HOURS. 01/2007-PRESENT. 4) Latoya Maddox is now a shareholder of Oakbridge Insuranc dba Phoenix Associates; Non-Investment Related: Location: 30062; Description of the business: Insurance Agency; Responsibilities Duties: Insurance Sales and Marketing; Start date with business: 1997-05-01; Hours devoted to business during trading hours: 160; Percentage of total yearly compensation expected to be derived from the business: 50; 5) Infinity Financial Wealth Management LLC, Manager 2330 Scenic Highway S, Sneville, GA 30078 Entity willeventually be a State RIA, based in Georgia. Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-07-23
  • S63 Uniform Securities Agent State Law Examination
    2007-07-23
Designations
  • Certified Financial Planner
Other Names
  • Latoya Krishawn Ware
  • Latoya Maddox
  • Latoya Krishawn Parker

View on SEC IAPD

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