Daire Peter Heneghan

Employer firm

Infinity Financial Services Advisory CRD 304981

$174M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2017
  Brownstein Crane Surgical Services
  Greenbrae, CA
• 02/2022 → 07/2023
  Nylife Securities Llc
  San Francisco, CA
• 12/2021 → 07/2023
  New York Life Insurance Co
  San Francisco, CA
• 11/2017 → 03/2021
  City National Bank
  San Francisco, CA
• 03/2021 → 12/2021
  Unemployed
  San Francisco, CA
• 07/2023 → 11/2025
  Infinity Financial Services
  Oakland, CA
• 07/2023 → Present
  Infinity Financial Services Advisory
  Oakland, CA
• 03/2026 → Present
  Infinity Financial Services
  Oakland, CA

Previous Registrations

• 2018-07-09 → 2021-03-08
  Rbc Rochdale, Llc
  San Francisco, CA

Other Businesses

1) the name of the other business = SF golden gate RFC 2) whether the business is investment-related - No 3) the address of the other business = 13th Street Avenue H, San Francisco, CA 94130 4) the nature of the other activity - sports coaching 5) your position, title, or relationship with the other business - middle school coach 6) the start date of your relationship = December 2023 7) the approximate number of hours/month you devote to the other business = 30/month some months 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = coach middle school kids rugby 1) the name of the other business = Creative one 2) whether the business is investment-related - Yes 3) the address of the other business = 6330 Sprint Pkwy Ste 400, Overland Park, KS 66211 4) the nature of the other business - life insurance company 5) your position, title, or relationship with the other business = insurance producer 6) the start date of your relationship = November 2023 7) the approximate number of hours/month you devote to the other business = 20/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Sell term life insurance and indexed life insurance policies 1) the name of the other business = Producer's Choice 2) whether the business is investment-related - Yes 3) the address of the other business = | 1152 East Long Lake Road | Troy, Michigan 4) the nature of the other business - Annuity sales company 5) your position, title, or relationship with the other business = insurance producer 6) the start date of your relationship = January 2024 7) the approximate number of hours/month you devote to the other business = 10/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Sell annuities to suitable client. Common examples include fixed, fixed index, and interest rate / index linked annuities. 1) the name of the other business = Disability Insurance Services 2) whether the business is investment-related - Yes 3) the address of the other business = 4444 Zion Ave, San Diego, CA 92120 4) the nature of the other business - insurance sales 5) your position, title, or relationship with the other business = insurance producer 6) the start date of your relationship = April 2024 7) the approximate number of hours/month you devote to the other business = 10/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Sell long term care insurance to people that need it

Exams

• S66 Uniform Combined State Law Examination
  2018-07-06

Designations

• Chartered Financial Analyst

Other Names

• Daire Heneghan