DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INFINITY FINANCIAL SERVICES ADVISORY
OAKLAND, 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 SERVICES ADVISORY | Independent wealth | Apr 10, 2020 | n/a | yes | OAKLAND, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 13, 2007 | Oct 19, 2011 | no | HAYWARD, CA|HAYWARD, CA|WALNUT CREEK, CA|ANTIOCH, CA|PITTSBURG, CA|HAYWARD, CA|SAN LEANDRO, CA | Previous registration |
| WAMU INVESTMENTS, INC. | n/a | Feb 8, 2006 | Apr 3, 2007 | no | WALNUT CREEK, CA|CONCORD, CA|MARTINEZ, CA|WALNUT CREEK, CA|WALNUT CREEK, CA|ANTIOCH, CA|PITTSBURGH, CA | Previous registration |
| CITICORP INVESTMENT SERVICES | n/a | Jun 4, 2002 | Jun 28, 2002 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | INFINITY FINANCIAL SERVICES ADVISORY | Oct 19, 2011 | Apr 10, 2020 | 3,096 | Firm change after gap | Wirehouse to RIA |
| WAMU INVESTMENTS, INC. | WELLS FARGO ADVISORS | Apr 3, 2007 | Apr 13, 2007 | 10 | Firm change | Other |
| CITICORP INVESTMENT SERVICES | WAMU INVESTMENTS, INC. | Jun 28, 2002 | Feb 8, 2006 | 1,321 | Firm change after gap | Other |