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 PRIVATE WEALTH

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 11, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Dec 11, 2015

First registration

Aug 24, 2016

Dual registered

no

Other names

BRADLEY WALLACE|BRADLEY G WALLACE|BRADLEY GARRETT WALLACE

IAPD individual key

6493508

• Occurred

  Jul 19, 2022
  Advisor changed firm

  Bradley Wallace left J.P. Morgan Securities Llc for Infinity Private Wealth (registered 2026-01-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7e4769a-b47f-b090-02f1-69e8f9801534

First observed

Aug 24, 2016

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.