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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-23 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
1098 South Milwaukee Ave Suite 303C, Wheeling, IL 60090 • 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfiled | MA | 07/2016 | 06/2017 |
| Mml Investors Services, Llc | Buffalo Grove | IL | 03/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 06/2017 | 12/2022 |
| Bank Of America, N.A. | Northbrook | IL | 07/2017 | 12/2022 |
| Infinity Financial Services | Oakland | CA | 01/2023 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 01/2023 | Present |
Independent Insurance Agent. Investment-related. 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211. Traditional Insurance Sales. Agent. June 2024. 0-1 hours per month - only used for financial planning. 0 hours during securities trading hours. Offering fixed and traditional annuities to clients through an IMO or direct carrier appointment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-06 |
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