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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Infinity Financial Services | Oakland | CA | 07/2006 | 12/2019 |
| Infinity Securities, Inc. Dba Infinity Financial Services | Oakland | CA | 05/2007 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 12/2019 | Present |
1. DBA; Infinity Financial Services; Investment related; OSJ Broker-Dealer; 212 9th Street; 09/23/2004; 0.05 2. Fixed Insurance; Mar Vista; Investment related; Insurance212 9th Street, Suite 2020.3 3. Real EstateElevate Real Estate Holdings, LLC; Investment related; Property Management; 02/01/2017; 0.01
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-05 |
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