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Advisor at INFINITY FINANCIAL SERVICES ADVISORY
Warren, ME | 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 | Jun 4, 2020 | n/a | yes | OAKLAND, CA|Warren, ME | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jan 29, 2008 | Oct 26, 2018 | no | ROCKPORT, ME|SCOTTSDALE, AZ|ROCKLAND, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | INFINITY FINANCIAL SERVICES ADVISORY | Oct 26, 2018 | Jun 4, 2020 | 587 | Firm change after gap | RIA to RIA |