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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-31 |
| FL | RA | APPROVED | 2026-08-19 |
| AZ | RA | APPROVED | 2026-08-12 |
| NC | RA | APPROVED | 2026-08-12 |
| CA | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED_RES | 2026-08-05 |
| OH | RA | APPROVED | 2026-08-04 |
Branch Locations
107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • 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 |
|---|---|---|---|---|
| T Rowe Price | Owings Mills | MD | 10/2012 | 07/2019 |
| Infinite Wealth Advisors, Llc | Mooresville | NC | 07/2019 | Present |
| Namcoa | Naples | FL | 04/2024 | 08/2026 |
| Integrity Advisory Solutions | Mooresville | NC | 08/2026 | Present |
Infinite Wealth Advisors; not investment related; 107 Kilson Drive, Suite 206, Mooresville, NC 28117; Fixed Indexed Annuities and Life Insurance production; Employee; 09/02/2019; 160 hours per month; 160 hourr suring security hours; Insurance producer for indexed annuities and life insurance. Speaking with prospects and onboarding and applications, assisting with rollovers and all client service activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-26 |
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