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.

Current firm

INFINITY TAX & FINANCIAL PLANNING

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

Feb 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66

First exam

Aug 28, 2021

First registration

Sep 7, 2021

Dual registered

no

Other names

Parker Lee Cruce|Parker L Cruce

IAPD individual key

7397272

• Occurred

  Nov 12, 2024
  Advisor changed firm

  Parker Lee Carroll left Osaic Wealth, Inc. for Infinity Tax & Financial Planning (registered 2024-11-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d805db39-e016-1b47-2642-1b5012f35918

First observed

Sep 7, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.