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Roscoe Herman Harris

Infinity Financial Services Advisory

Oakland, CA

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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 2026-03-12
  • CA RA
    APPROVED
    Since 2026-03-12

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Science And Engineering Magnet Dallas TX 08/2016 05/2017
Stanford University Stanford CA 09/2017 05/2018
Go Deed Brooklyn NY 06/2018 08/2018
Stanford University Stanford CA 09/2018 05/2019
Stanford University Stanford CA 09/2019 05/2020
Faludi Designs Delft 06/2020 08/2020
Abbott Laboratories Irving TX 06/2017 08/2017
Sequoia High School Redwood City CA 06/2019 08/2019
Stanford University Stanford CA 09/2020 06/2021
Charles Schwab San Francisco CA 07/2021 07/2023
Freelance San Francisco CA 08/2023 10/2024
New York Life San Mateo CA 10/2024 01/2026
Nylife Securities Llc San Mateo CA 03/2025 01/2026
Infinity Financial Services Advisory Oakland CA 03/2026 Present
Infinity Financial Services Oakland CA 03/2026 Present
  • 08/2016 → 05/2017
    Science And Engineering Magnet
    Dallas, TX
  • 09/2017 → 05/2018
    Stanford University
    Stanford, CA
  • 06/2018 → 08/2018
    Go Deed
    Brooklyn, NY
  • 09/2018 → 05/2019
    Stanford University
    Stanford, CA
  • 09/2019 → 05/2020
    Stanford University
    Stanford, CA
  • 06/2020 → 08/2020
    Faludi Designs
    Delft
  • 06/2017 → 08/2017
    Abbott Laboratories
    Irving, TX
  • 06/2019 → 08/2019
    Sequoia High School
    Redwood City, CA
  • 09/2020 → 06/2021
    Stanford University
    Stanford, CA
  • 07/2021 → 07/2023
    Charles Schwab
    San Francisco, CA
  • 08/2023 → 10/2024
    Freelance
    San Francisco, CA
  • 10/2024 → 01/2026
    New York Life
    San Mateo, CA
  • 03/2025 → 01/2026
    Nylife Securities Llc
    San Mateo, CA
  • 03/2026 → Present
    Infinity Financial Services Advisory
    Oakland, CA
  • 03/2026 → Present
    Infinity Financial Services
    Oakland, CA
Other Businesses

Alpha Innovation Partners. Investment-related. Licensed Insurance Agent. Start date: 01/23/2026. 80 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
S63 Uniform Securities Agent State Law Examination 2025-04-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
  • S63 Uniform Securities Agent State Law Examination
    2025-04-11
Other Names
  • Roscoe Herman Harris

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
HOODOO
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STATE FARM INVESTMENT MANAGEMENT CORP.
FM CAPITAL GROUP
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
FINANCIAL AVENGERS, INC.
ADITUM BIO MANAGEMENT COMPANY, LLC

Other Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey
AARON C STASULIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA
ADITUM BIO MANAGEMENT COMPANY, LLC · OAKLAND, CA

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