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Tom David Sciara

Infinity Financial Services Advisory

Oakland, CA

Las Vegas, NV

CRD 7385623

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Employer firm

Infinity Financial Services Advisory CRD 304981

$174M regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Infinity Financial Services Advisory

212 9Th Street Suite 202, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-17
CA RA APPROVED 2025-11-11
  • TX RA
    APPROVED
    Since 2026-08-17
  • CA RA
    APPROVED
    Since 2025-11-11

Branch Locations

212 9Th Street Suite 202, Oakland, CA 94607 • United States

Las Vegas, NV • 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
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
  • 01/2018 → 05/2019
    Hillel Jewish Organization
    Chico, CA
  • 08/2019 → 12/2019
    Fossil Blu
    Chico, CA
  • 12/2019 → 05/2020
    Urban Ambiance
    Chico, CA
  • 06/2017 → 08/2017
    Joyrun
    Chico, CA
  • 08/2017 → 05/2021
    Chico State University
    Chico, CA
  • 08/2014 → 06/2017
    Alhambra High School
    Martinez, CA
  • 06/2021 → 06/2024
    New York Life Insurance Company
    San Francisco, CA
  • 12/2021 → 06/2024
    Nylife Securities Llc
    San Francisco, CA
  • 09/2024 → Present
    National Life Broup
    Irvine, CA
  • 09/2024 → 10/2025
    Equity Services Inc
    Montpelier, VT
  • 11/2025 → Present
    Irvine, CA
  • 11/2025 → Present
    Infinity Financial Services
    Oakland, CA
Other Businesses

*FALCON PG WEALTH MANAGEMENT AND INSURANCE SERVICES, 5252 ROYALE AVE, IRVINE, CA, 92604, ONGOING, INV REL, 09/2024, INSURANCE, AGENT, DURING TRD/HRS, 100%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
S63 Uniform Securities Agent State Law Examination 2022-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15
  • S63 Uniform Securities Agent State Law Examination
    2022-04-30

View on SEC IAPD

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