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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)46 years in industry

WILLIAM OWEN WRIGHT

Advisor at INFINITY FINANCIAL SERVICES ADVISORY

Kapaa, HI | OAKLAND, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 3, 1987 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: Oct 2, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 2, 1979
First registration: Jun 3, 1987
Dual registered: yes, broker-dealer
Other names: BILL WRIGHT|WILLIAM OWEN WRIGHT|WILLIAM OWEN WRIGHT|WILLIAM OWEN WRIGHT
IAPD individual key: 824766

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	May 12, 2020	n/a	yes	OAKLAND, CA\|Kapaa, HI	Current employment
WALL STREET FINANCIAL GROUP, INC	Former SEC adviser	Feb 25, 2015	Jun 5, 2015	no	Kapaa, HI\|KAPAA, HI\|VICTOR, NY	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Dec 12, 2014	Jan 21, 2015	no	KAPAA, HI\|KOKOMO, IN	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Jan 3, 2011	Jul 24, 2014	no	SAN DIEGO, CA\|WICHITA, KS\|KAPAA, HI	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2005	Oct 6, 2010	no	WICHITA, KS	Previous registration
SENTRA SECURITIES CORPORATION	n/a	Apr 29, 1998	Oct 31, 2005	no	WICHITA, KS	Previous registration
GUIDANCE FINANCIAL CONSULTANTS, INC.	n/a	Jun 3, 1987	May 9, 2014	no	WICHITA, KS	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
WALL STREET FINANCIAL GROUP, INC	INFINITY FINANCIAL SERVICES ADVISORY	Jun 5, 2015	May 12, 2020	1,803	Firm change after gap	Other
CREATIVE FINANCIAL DESIGNS, INC.	WALL STREET FINANCIAL GROUP, INC	Jan 21, 2015	Feb 25, 2015	35	Firm change	Other
GIRARD SECURITIES, INC.	CREATIVE FINANCIAL DESIGNS, INC.	Jul 24, 2014	Dec 12, 2014	141	Firm change	Other
GUIDANCE FINANCIAL CONSULTANTS, INC.	SENTRA SECURITIES CORPORATION	May 9, 2014	Apr 29, 1998	-5,854	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	GIRARD SECURITIES, INC.	Oct 6, 2010	Jan 3, 2011	89	Firm change	Other
SENTRA SECURITIES CORPORATION	SAGEPOINT FINANCIAL, INC.	Oct 31, 2005	Oct 31, 2005	0	Bulk transfer	Other

Relationships

Registered with (7)

→ INFINITY FINANCIAL SERVICES ADVISORYRegistered adviserregistration: current employment
May 12, 2020 to presentfactForm ADV
→ WALL STREET FINANCIAL GROUP, INCRegistered adviserregistration: previous registration
Feb 25, 2015 to Jun 5, 2015factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Dec 12, 2014 to Jan 21, 2015factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Jan 3, 2011 to Jul 24, 2014factForm ADV
→ GUIDANCE FINANCIAL CONSULTANTS, INC.Registered adviserregistration: previous registration
Jun 3, 1987 to May 9, 2014factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Oct 6, 2010factForm ADV
→ SENTRA SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Apr 29, 1998 to Oct 31, 2005factForm ADV

Dated events

No dated event names this entity yet.