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34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-08-05 |
Branch Locations
34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399 • United States
Yucaipa, CA • United States
3 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securiites, Inc | San Diego | CA | 11/2013 | 11/2018 |
| First Allied Advisory Services | Chesterfield | MO | 11/2013 | 11/2018 |
| Infinity Financial Services | Oakland | CA | 12/2018 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 04/2020 | Present |
| Open Water Advisory Partners | Yucaipa | CA | 03/2026 | Present |
| Collective Vfo | Yucaipa | CA | 12/2024 | Present |
1. Sterling First Financial, Investment related, 13137 5th Street Yucaipa, CA 92399, DBA, 160 hours per month, 160 during trading hours. 2. Sterling First Financial & Insurance Solutions, Investment related, 13137 5th Street Yucaipa, CA 92399, DBA, 11/15/2013, 160 hours per month, 160 during trading hours. 3. Sterling First Financial, Investment related, 13137 5th Street Yucaipa, CA 92399, Advisor, 1/18/2017, 20 hours per month, zero during trading hours, Estate/Financial planning. 4. CPA Team (Elite Resource Team), Not investment related, 13137 5th Street Yucaipa, CA 92399, Educational training, 06/12/2019, 20 hours per month, zero during trading hours. 5. Freelance Holdings LLC, Not investment related, 13137 5th Street Yucaipa, CA 92399, Rental Property, Member, 02/23/2021, approximately 5 hours per month, zero during trading hours. Duties: rental property management. 6. Collective VFO, Not investment related, 30 N Gould St; Ste N Sheridan WY, 82801, professional services liaison, Advanced Planning Lead, Employee, 12/13/2024, 20 hours/month, 20 hours/month during securities trading hours, Assist clients with efficiently navigating the complexities of sourcing professional service providers holistically. Form strategic alliances with tax professionals, who, in their capacity as such, help clients with tax reduction strategies. Manage CPA partner relationships, act as a professional liaison between CPA's and VFO Specialists on behalf of the CPA client, and share a proportion of professional liaison fees charged.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-28 |
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