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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-04-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Financial Services | Oakland | CA | 07/2016 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 04/2020 | Present |
Independent Insurance Agent. Investment-related. 6484 Hideaway Rd., Ooltewah, TN 37363. Sales of Fixed Annuities and Life Insurance. No variable insurance products or securities sold. Agent. Start Date: 1990. 1-2 hours per month. During securities trading hours: minimal, but in accordance with perceived financial need. Selling Fixed Annuities and Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-11 |
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