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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
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 |
|---|---|---|---|---|
| Freedom Mortgage | San Diego | CA | 03/2015 | 06/2018 |
| Global Equity Finance | San Diego | CA | 06/2018 | 11/2020 |
| Rocket Mortgage | Phoenix | AZ | 11/2020 | 03/2022 |
| Keller Williams | San Diego | CA | 01/2022 | 01/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2023 | 12/2023 |
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 09/2023 | 12/2023 |
| Infinity Financial Services | Oakland | CA | 12/2025 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-09 |
| S66 | Uniform Combined State Law Examination | 2026-04-25 |
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