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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
Branch Locations
865 Ronda Mendoza Unit B, Laguna Woods, CA 92637 • United States
212 9Th Street Suite 202, Oakland, CA 94607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Newport Beach | CA | 05/2018 | 12/2024 |
| World Financial Group, Inc. | Newport Beach | CA | 11/2016 | 12/2024 |
| Avicado Consulting | Laguna Hills | CA | 01/2010 | 08/2017 |
| Lyft | Laguna Hills | CA | 04/2016 | 12/2016 |
| Amazon | Laguna Hills | CA | 09/2016 | 01/2017 |
| Rimon Consulting Group, Inc. | Laguna Hills | CA | 02/2017 | 12/2024 |
| Moulton Ranch Iii Board Of Directors | Irvine | CA | 12/2017 | 09/2020 |
| Gerson Lehram Group | Austin | TX | 01/2010 | 04/2018 |
| Vista Research | New York | NY | 05/2011 | 04/2018 |
| Guidepoint | New York | NY | 02/2010 | 04/2018 |
| Debtmerica | Santa Ana | CA | 05/2021 | 03/2022 |
| Infinity Financial Services Advisory | Oakland | CA | 11/2025 | Present |
| Alpha Innovation Partners | Laguna Woods | CA | 07/2025 | Present |
| N/A | Laguna Woods | CA | 01/2025 | 06/2025 |
| Infinity Financial Services | Oakland | CA | 07/2026 | Present |
Alpha Innovation Partners. Investment-related. Sales of traditional insurance products. Triggered Agent. 07/01/2025. 100 hours per month. 40 hours per month during trading hours. Sales of traditional insurance sales, including life insurance, fixed annuities, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
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