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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2020-05-12 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
Kapaa, HI • United States
2 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 |
|---|---|---|---|---|
| Guidance Financial Consultants, Inc. | Kapaa | HI | 06/1982 | Present |
| Infinity Financial Services | Oakland | CA | 08/2015 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | Present |
1. Guidance Financial Consultants, Inc., Investment related, 5706 Hauala Rd., Fixed & Life insurance, 06/1982, 5 hours per month, zero during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-02 |
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