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Advisor at INFINITY FINANCIAL SERVICES ADVISORY
Modesto, CA | OAKLAND, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INFINITY FINANCIAL SERVICES ADVISORY | Independent wealth | Dec 24, 2020 | n/a | yes | Modesto, CA|OAKLAND, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jun 6, 2016 | no | MODESTO, CA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 8, 1997 | Jan 1, 2008 | no | MODESTO, CA|MODESTO, CA|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | INFINITY FINANCIAL SERVICES ADVISORY | Jun 6, 2016 | Dec 24, 2020 | 1,662 | Firm change after gap | Wirehouse to RIA |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |