Sanjay Puri

Employer firm

Infinity Wealthcare, LLC CRD 300622

$21.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Infinity Wealthcare, Llc

Cumming, GA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-14
GA	RA	APPROVED	2019-03-26

TX RA
APPROVED_RES

Since 2020-01-14
GA RA
APPROVED

Since 2019-03-26

Branch Locations

Cumming, GA • 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

Organization	City	State	From	To
Amdocs Inc	Alpharetta	GA	05/2017	Present
Amdocs Inc	Alpharetta	GA	11/2015	05/2017

05/2017 → Present

Amdocs Inc

Alpharetta, GA
11/2015 → 05/2017

Amdocs Inc

Alpharetta, GA

Other Businesses

Employee at Amdocs, Inc - an enterprise software product company. The employer and the job is not investment related, and is located in Alpharetta, Georgia. The title is Director - Business Development and Account Management, and the employment with Amdocs has been since Sept 2004 - working around 160 hours a month. Duties involve overseeing development and delivery of Amdocs' software projects for their clients in the telecommunications industry

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-23

S65 Uniform Investment Adviser Law Examination

2019-03-23

View on SEC IAPD