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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
5115 Maryland Way, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Brentwood | TN | 06/2012 | 01/2017 |
| Principal Life Ins Co | Brentwood | TN | 06/2012 | 01/2017 |
| Infinity Financial Services | Oakland | CA | 10/2016 | 10/2016 |
| Infinity Financial Services | Oakland | CA | 01/2017 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
1. American Rebel, Inc., Not investment related, 218 3rd Avenue North, Suite 400, Nashville, TN 37201, Marketing, 1/2008, 80 hours per month, 40 during trading hours, assist the founder and CEO with marketing support in all areas. 2. Grau & Associates, LLC dba Yell Records, Not investment related, 159 Michael John Dr, Park Ridge, IL 60068, Manager, 1/2003, 4 hours per month, 1 during trading hours, maintain inventory and provide operational support. 3. Insurance, Investment related, 412 Dahila Dr, Brentwood, TN 37027, 1/2010, Licensed Agent, 3 hours per month, 1 during trading hours, Life & Health assisting clients with life insurance and annuities. 4. Music Royalties, Not investment related, 412 Dahila Dr, Brentwood, TN 37027, Owner, 1/1994, 1 hours per month, zero during trading hours, collect royalties from work done years ago. 5. Rental Property, Not investment related, 4630 Little Texas Lane, Thompson Station, TN 37179, Owner, 1/2000, 1 hours per month, zero during trading hours, Maintain the property and collect rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
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