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RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

MICHAEL CRAIG MCKEAN

Advisor at INFINITY FINANCIAL SERVICES ADVISORY

OAKLAND, CA | Livermore, 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, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2005 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: Dec 17, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Dec 17, 1984
First registration: Sep 27, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 1197246

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 1, 2026	n/a	yes	OAKLAND, CA\|Livermore, CA	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 23, 2009	Dec 1, 2015	no	LIVERMORE, CA\|LIVERMORE, CA	Previous registration
BRECEK & YOUNG ADVISORS, INC.	Former SEC adviser	Mar 24, 2006	Jan 23, 2009	no	DANVILLE, CA\|FOLSOM, CA	Previous registration
UNITED SECURITIES ALLIANCE, INC.	n/a	Sep 27, 2005	Mar 28, 2006	no	PLEASANTON, CA\|DANVILLE, 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
SECURITIES AMERICA ADVISORS, INC.	INFINITY FINANCIAL SERVICES ADVISORY	Dec 1, 2015	Jan 1, 2026	3,684	Firm change after gap	Other
BRECEK & YOUNG ADVISORS, INC.	SECURITIES AMERICA ADVISORS, INC.	Jan 23, 2009	Jan 23, 2009	0	Bulk transfer	Other
UNITED SECURITIES ALLIANCE, INC.	BRECEK & YOUNG ADVISORS, INC.	Mar 28, 2006	Mar 24, 2006	-4	Firm change	Other

Relationships

Registered with (4)

→ INFINITY FINANCIAL SERVICES ADVISORYRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 23, 2009 to Dec 1, 2015factForm ADV
→ BRECEK & YOUNG ADVISORS, INC.Registered adviserregistration: previous registration
Mar 24, 2006 to Jan 23, 2009factForm ADV
→ UNITED SECURITIES ALLIANCE, INC.Registered adviserregistration: previous registration
Sep 27, 2005 to Mar 28, 2006factForm ADV

Dated events

No dated event names this entity yet.