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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 APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

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

Livermore, CA • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Infinity Financial Services Livermore CA 04/2016 Present
Infinity Financial Services Advisory Livermore CA 04/2020 Present
Previous Registrations
  • 2009-01-23 → 2015-12-01
    Securities America Advisors, Inc.
    Livermore, CA
    Livermore, CA
  • 2006-03-24 → 2009-01-23
    Brecek & Young Advisors, Inc.
    Danville, CA
    Folsom, CA
  • 2005-09-27 → 2006-03-28
    United Securities Alliance, Inc.
    Pleasanton, CA
    Danville, CA
Other Businesses

NorCal Benefit Solutions, not investment-related, 2625 College Ave Livermore, CA 94550, Owner, November 2007, technically 0 hours per month, 0 during trading hours. Health and Life Insurance (non-variable).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-12-17
  • S63 Uniform Securities Agent State Law Examination
    1984-12-17

View on SEC IAPD

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