DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

DONALD CLINTON ROGERS

Advisor at INFINITY FINANCIAL SERVICES ADVISORY

Chula Vista, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c7a208d-442c-e165-32ab-bdff6315730c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 7, 1999 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 FINANCIAL SERVICES ADVISORY
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: Jun 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 23, 1999
First registration: Oct 7, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 402705

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 FINANCIAL SERVICES ADVISORY	Independent wealth	Jan 13, 2025	n/a	yes	Chula Vista, CA	Current employment
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	Independent wealth	Jun 20, 2019	Sep 28, 2020	no	Chula Vista, CA\|FLORHAM PARK, NJ	Previous registration
MODERN CAPITAL SECURITIES INC.	n/a	Oct 28, 2004	Feb 1, 2019	no	CARLSBAD, CA\|RALEIGH, NC\|PLEASANT VIEW, TN\|Chula Vista, CA	Previous registration
SENTRA SECURITIES CORPORATION	n/a	Oct 7, 1999	Sep 15, 2004	no	CARLSBAD, CA	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
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	INFINITY FINANCIAL SERVICES ADVISORY	Sep 28, 2020	Jan 13, 2025	1,568	Firm change after gap	RIA to RIA
MODERN CAPITAL SECURITIES INC.	JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	Feb 1, 2019	Jun 20, 2019	139	Firm change	Other
SENTRA SECURITIES CORPORATION	MODERN CAPITAL SECURITIES INC.	Sep 15, 2004	Oct 28, 2004	43	Firm change	Other

Relationships

Registered with (4)

→ INFINITY FINANCIAL SERVICES ADVISORYRegistered adviserregistration: current employment
Jan 13, 2025 to presentfactForm ADV
→ JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 20, 2019 to Sep 28, 2020factForm ADV
→ MODERN CAPITAL SECURITIES INC.Registered adviserregistration: previous registration
Oct 28, 2004 to Feb 1, 2019factForm ADV
→ SENTRA SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 7, 1999 to Sep 15, 2004factForm ADV

Dated events

No dated event names this entity yet.