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RIA / WealthAdvisor22 years in industry

JEFFREY JAMES MCAVADDY

Advisor at INFINITY TAX & FINANCIAL PLANNING

SEMINOLE, FL | HUNTSVILLE, AL

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Search this name across graphsid dfx:ria:23e87b8a-3a49-30b5-8098-f0d37dbd654e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INFINITY TAX & FINANCIAL PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 30, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 30, 2004
First registration: Jul 15, 2004
Dual registered: no
Other names: JEFFREY MCAVADDY
IAPD individual key: 4580991

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INFINITY TAX & FINANCIAL PLANNING	Independent wealth	Dec 19, 2024	n/a	yes	HUNTSVILLE, AL\|SEMINOLE, FL	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	Nov 11, 2024	no	SCOTTSDALE, AZ\|Seminole, FL\|Huntsville, AL	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Oct 9, 2018	Oct 11, 2024	no	Largo, FL\|HOLBROOK, NY	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Nov 24, 2009	Oct 19, 2018	no	LARGO, FL\|Birmingham, AL\|LARGO, FL	Previous registration
QA3 FINANCIAL LLC	n/a	Jul 15, 2004	Oct 19, 2009	no	LARGO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	INFINITY TAX & FINANCIAL PLANNING	Nov 11, 2024	Dec 19, 2024	38	Firm change	Ibd to RIA
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC WEALTH, INC.	Oct 11, 2024	Oct 11, 2024	0	Bulk transfer	Ibd to ibd
CONCOURSE FINANCIAL GROUP ADVISORS	AMERICAN PORTFOLIOS ADVISORS, INC	Oct 19, 2018	Oct 9, 2018	-10	Firm change	Ibd to RIA
QA3 FINANCIAL LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Oct 19, 2009	Nov 24, 2009	36	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
15708:112697:FL:2018-10-19	Oct 19, 2018	Oct 9, 2018	LARGO, FL	Firm change

Relationships

Registered with (5)

→ INFINITY TAX & FINANCIAL PLANNINGRegistered adviserregistration: current employment
Dec 19, 2024 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Oct 11, 2024 to Nov 11, 2024factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Oct 9, 2018 to Oct 11, 2024factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Nov 24, 2009 to Oct 19, 2018factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 15, 2004 to Oct 19, 2009factForm ADV

Dated events

Occurred
Nov 11, 2024
Advisor changed firm
Jeffrey James Mcavaddy left Osaic Wealth, Inc. for Infinity Tax & Financial Planning (registered 2024-12-19)
Form ADVobserved 6 days ago