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Reading the graph
Advisor at INFINITY FINANCIAL PLANNING
GUSTINE, CA | LOS BANOS, 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 PLANNING | State registered | Jan 1, 2026 | n/a | yes | GUSTINE, CA|LOS BANOS, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 20, 2017 | Aug 23, 2019 | no | SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INFINITY FINANCIAL PLANNING | Aug 23, 2019 | Jan 1, 2026 | 2,323 | Firm change after gap | Wirehouse to state RIA |