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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-10 |
| NC | RA | APPROVED | 2021-01-19 |
Branch Locations
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Raleigh | NC | 02/2010 | 11/2016 |
| Unregistered | Raleigh | NC | 11/2016 | 01/2017 |
| Infinity Financial Services | Oaland | CA | 01/2017 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
1. Robert Bulloch, MBA Wealth Management, Investment related, Raleigh, NC 27615, DBA, 09/05/2013, 160 hours per month, 7 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-21 |
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