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Inactive

Yusi Zhang

Infinity Financial Services Advisory

Oakland, CA

Irvine, CA

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Current Employers
Infinity Financial Services Advisory

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2025-11-07

Branch Locations

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

Irvine, CA • 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
Infinity Financial Services Advisory Irvine CA 10/2025 Present
World Financial Group Irvine CA 05/2024 Present
Inspire Clean Energy Santa Monica CA 05/2021 05/2024
Palm Tree Llc El Segundo CA 07/2019 05/2021
Usc Marshall School Of Business Los Angeles CA 08/2016 05/2019
Newport Academy Corona Del Mar CA 09/2014 10/2017
  • 10/2025 → Present
    Infinity Financial Services Advisory
    Irvine, CA
  • 05/2024 → Present
    World Financial Group
    Irvine, CA
  • 05/2021 → 05/2024
    Inspire Clean Energy
    Santa Monica, CA
  • 07/2019 → 05/2021
    Palm Tree Llc
    El Segundo, CA
  • 08/2016 → 05/2019
    Usc Marshall School Of Business
    Los Angeles, CA
  • 09/2014 → 10/2017
    Newport Academy
    Corona Del Mar, CA
Other Businesses

World Financial Group (WFG). Not investment-related. 1 Technology Dr. Irvine, CA 92618. Insurance Agency. Independent Agent. 5/1/2024. 30 hours per month. Not during securities trading hours. Transact insurance products.

Designations

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
HOODOO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
FM CAPITAL GROUP
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
FINANCIAL AVENGERS, INC.
ADITUM BIO MANAGEMENT COMPANY, LLC

Other Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey

Other Offices

CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA
ADITUM BIO MANAGEMENT COMPANY, LLC · OAKLAND, CA

More in Oakland, CA

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