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John Mckinley Walling

Infinity Financial Services Advisory

Oakland, CA

Willis, TX

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Current Employers
Infinity Financial Services Advisory

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-24
  • TX RA
    APPROVED
    Since 2020-12-24

Branch Locations

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

Willis, TX • 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
Infinity Financial Services Oakland CA 12/2015 Present
Infinity Financial Services Advisory Oakland CA 09/2020 Present
Previous Registrations
  • 2012-03-07 → 2015-12-21
    Fsc Securities Corporation
    San Diego, CA
    Willis, TX
  • 2008-03-18 → 2012-02-28
    Next Financial Group, Inc.
    Houston, TX
    Willis, TX
  • 2005-10-20 → 2008-03-18
    Capital Financial Services, Inc.
    Willis, TX
    Willis, TX
    Sugar Land, TX
  • 2004-01-22 → 2005-10-20
    Jesup & Lamont Advisors
    Brentwood, TN
Other Businesses

John M Walling; Insurance Sales; 1 hour per month; 100% Ownership.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-17
S63 Uniform Securities Agent State Law Examination 1987-05-06
  • S65 Uniform Investment Adviser Law Examination
    2003-11-17
  • S63 Uniform Securities Agent State Law Examination
    1987-05-06

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
HOODOO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey

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

More in Oakland, CA

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