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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| CA | RA | APPROVED | 2025-11-11 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillel Jewish Organization | Chico | CA | 01/2018 | 05/2019 |
| Fossil Blu | Chico | CA | 08/2019 | 12/2019 |
| Urban Ambiance | Chico | CA | 12/2019 | 05/2020 |
| Joyrun | Chico | CA | 06/2017 | 08/2017 |
| Chico State University | Chico | CA | 08/2017 | 05/2021 |
| Alhambra High School | Martinez | CA | 08/2014 | 06/2017 |
| New York Life Insurance Company | San Francisco | CA | 06/2021 | 06/2024 |
| Nylife Securities Llc | San Francisco | CA | 12/2021 | 06/2024 |
| National Life Broup | Irvine | CA | 09/2024 | Present |
| Equity Services Inc | Montpelier | VT | 09/2024 | 10/2025 |
| Infinity Financial Services Advisory | Irvine | CA | 11/2025 | Present |
| Infinity Financial Services | Oakland | CA | 11/2025 | Present |
*FALCON PG WEALTH MANAGEMENT AND INSURANCE SERVICES, 5252 ROYALE AVE, IRVINE, CA, 92604, ONGOING, INV REL, 09/2024, INSURANCE, AGENT, DURING TRD/HRS, 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-30 |
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