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Current Employers
Infinity Financial Services Advisory

212 9Th Street Suite 202, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1010 Pioneer Way, El Cajon, CA 92020 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Holaday & Assoc. Fin. & Ins. Ser. La Mesa CA 02/1974 Present
Infinity Financial Services El Cajon CA 07/2012 Present
Infinity Financial Services Advisory El Cajon CA 02/2021 Present
  • 02/1974 → Present
    Holaday & Assoc. Fin. & Ins. Ser.
    La Mesa, CA
  • 07/2012 → Present
    Infinity Financial Services
    El Cajon, CA
  • 02/2021 → Present
    El Cajon, CA
Other Businesses

OWNER, HOLADAY FINANCIAL AND INSURANCE SERVICES, 2340 TAMPA AVE. SUITE H, El CAJON, CA 92020. NON INVESTMENT RELATED SINCE 06/2008 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. FIXED INSURANCE. FOR BRANDING PURPOSES ONLY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-11-07
  • S63 Uniform Securities Agent State Law Examination
    1986-11-07
Other Names
  • Bob Holaday
  • Robert Earl Holaday
  • Robert E Holaday
  • Robert Earl Holaday

View on SEC IAPD

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