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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Paradise Charters | Chula Vista | CA | 06/1986 | Present |
| Don Rogers Insurance | Chula Vista | CA | 06/1986 | Present |
| Don Rogers Property Mgt | Chula Vista | CA | 06/1986 | Present |
| Don Rogers Tax Service | Chula Vista | CA | 06/1986 | Present |
| Western Equity Group, Inc | Carlsbad | CA | 09/2004 | 02/2019 |
| Jeffrey Matthews Financial Group Llc | Florham Park | NJ | 02/2019 | 09/2020 |
| Infinity Financial Services | Oakland | CA | 09/2020 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 09/2020 | Present |
1)DON ROGERS TAX SERVICE, NOT INVESTMENT RELATED, SAME ADDRESS AS BRANCH OFFICE, TAX PREPARATION & INSURANCE SALES (WHICH IS INVESTMENT-RELATED ACTIVITY), OWNER/INSURANCE AGENT, STARTED 1980, 10 HRS/MONTH, FEBURARY TO APRIL - 8 HOURS A DAY, HALF TIME DURING SEC TRADING HRS FROM JAN - APR EACH YEAR, DUTIES ARE AS TAX PREPARER AND APPOINTED INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-23 |
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