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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-09 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
Kingsport, TN • United States
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 | 02/2016 | 05/2018 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 05/2018 | 03/2020 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 05/2018 | 03/2020 |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
| Infinity Financial Services | Oakland | CA | 03/2020 | Present |
(1) InsuranceSales located at 3217 Monroe Way Kingsport, TN 37644. Start date: 02/2020, Position: Insurance Agent. Approximately 5 hours per month with 10 hours during securities trading hours. (2) Jones Capital Management 3217 Monroe Way Kingsport, TN 37644, Investement related. DBA for Infinity Financial Services and Infinity Financial Services Advisory. (3) Stonemill Partners. Not investment-related. Located at: 2550 Meridian Boulevard Suite 200 Franklin, TN 37067. Nature of Business: M&A rm - conducts mergers and acquisitions, valuations. Position: Principal in the company, Responsibilities: does business valuations and conducts marketing pieces. Start Date: Originally 02/2016 and left; rehired 08/2024. Approximately 40 hours per month. Approximately 25 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
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