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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Financial Services | Oakland | CA | 11/2018 | Present |
| Robert Half | Oakland | CA | 09/2018 | 11/2018 |
| Capstone Logistics | Modesto | CA | 06/2016 | 06/2017 |
| Student | Berkeley | CA | 06/2017 | 09/2018 |
| University Of California Berkeley | Berkeley | CA | 08/2014 | 05/2018 |
| Infinity Financial Services Advisory | Oakland | CA | 08/2020 | Present |
Business Name: Power of Attorney, Address: 3881 Podocarpus Dr, Ceres, CA 95307, Investment related, Nature of the business: Appointed as attorney in fact by Mother. The POA is a durable power of attorney, but the intent is to only act as an agent if needed due to unforeseen events or if assistance is requested by principal/ mother. Currently, no immediate duties are required, time will be spent outside of business hours if there is a need to act as POA. Pre approval received by CCO. Agent is for immediate family., Start date: March 8, 2022, Title: N/A, Hours: 0, Occurs during business hours: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
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