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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-01 |
Branch Locations
4 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 | Harrisburg | PA | 12/2013 | 10/2016 |
| Infinity Financial Services | Oakland | CA | 10/2016 | 06/2025 |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
| Infinity Financial Services | Oakland | CA | 02/2026 | Present |
Golden Crown Home Care, Not Investment Related, 2601 N. Front St. Ste 103, Harrisburg, PA 17110, the nature of the other business: Elderly Home Care, Owner, July 2024, 10h/ weekly, none during trading hours, duties relating to the other business: Overseeing the care of my mother and hiring the correct person to care for her.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-14 |
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