Infinity Financial Services Advisory
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 304981
- SEC number
- 801-117719
- Firm type
- RIA
- Assets under management
- $174.0M as of May 26, 2026
- Website
- infinitysecurities.com ↗
- Phone
- 510-588-8000
- Address
- 212 9th Street, Oakland, CA, 94607
Advisors at this firm
36 in our index · page 1 of 1
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Mark Angelo AlemanCRD 2922342 · Riverside, CAIA RegisteredBrokerDisclosure event(s) on record
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Yu ChenCRD 6122948 · South El Monte, CAIA RegisteredBrokerDisclosure event(s) on record
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Lisa Gabel ClaycombCRD 6354652 · Ramona, CAIA RegisteredBroker
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John Martin CollinsCRD 841617 · Madison, CTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Avi CraneCRD 6947883 · Laguna Woods, CAIA RegisteredRegistration inactive
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Mark Christopher DevitoCRD 5137097 · Wheeling, ILIA RegisteredBrokerDisclosure event(s) on record
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Gregory Burton GilbertCRD 3119457 · Oakland, CAIA RegisteredBrokerDisclosure event(s) on record
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Douglas E GrauCRD 5736878 · Brentwood, TNIA RegisteredBroker
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Sterling Carmen HirschCRD 4867105 · Yucaipa, CAIA RegisteredBrokerDisclosure event(s) on record
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Michael Andrew HoladayCRD 2314195 · El Cajon, CAIA RegisteredBroker
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Robert Earl HoladayCRD 1043463 · El Cajon, CAIA RegisteredBrokerDisclosure event(s) on record
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Michael Lawrence HugCRD 5172704 · Brookfield, WIIA RegisteredBrokerDisclosure event(s) on record
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Roscoe Herman HarrisCRD 7946381 · Oakland, CAIA RegisteredBroker
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Daire Peter HeneghanCRD 6878927 · San Juan, PRIA RegisteredRegistration inactiveDisclosure event(s) on record
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Bradford Steven JonesCRD 6293198 · Kingsport, TNIA RegisteredBrokerDisclosure event(s) on record
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Gregory Wallace LebbertCRD 1386859 · Modesto, CAIA RegisteredBrokerDisclosure event(s) on record
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Anna-Marie Ocampo LovellCRD 5498414 · La Jolla, CAIA RegisteredBrokerDisclosure event(s) on record
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Michael Craig MckeanCRD 1197246 · Livermore, CAIA RegisteredBrokerDisclosure event(s) on record
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Joseph A MedinaCRD 2793924 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
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William Stuart MonstedCRD 1980128 · New Orleans,, LAIA RegisteredBrokerDisclosure event(s) on record
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Elliott Arthur PeigenCRD 2017355 · Ooltewah, TNIA RegisteredBrokerDisclosure event(s) on record
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Aaron Kurt PhillipsCRD 1779418 · San Francisco, CAIA RegisteredBrokerDisclosure event(s) on record
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Pietro PuducayCRD 7049096 · Oakland, CAIA RegisteredBroker
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Donald Clinton RogersCRD 402705 · Chula Vista, CAIA RegisteredBrokerDisclosure event(s) on record
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David Adam RookasinCRD 5760016 · Fairfield, CTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Tom David SciaraCRD 7385623 · Irvine, CAIA RegisteredRegistration inactive
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Dwayne Tsukasa ShirakuraCRD 3067210 · Oakland, CAIA RegisteredBrokerDisclosure event(s) on record
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Michael Joseph SmithCRD 4455394 · Cedar Park, TXIA RegisteredBrokerDisclosure event(s) on record
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Aaron C StasulisCRD 2901990 · Warren, MEIA RegisteredBrokerDisclosure event(s) on record
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Randall W SilveyCRD 4457477 · Lees Summit, MOIA RegisteredBrokerDisclosure event(s) on record
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Gurpreet SinghCRD 6459445 · Sacramento, CAIA RegisteredBroker
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Tony Alan ToleneCRD 5730068 · Harrisburg, PAIA RegisteredBrokerDisclosure event(s) on record
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John Mckinley WallingCRD 1586153 · Willis, TXIA RegisteredBroker
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William Owen WrightCRD 824766 · Kapaa, HIIA RegisteredBrokerDisclosure event(s) on record
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John ZamboangaCRD 2554326 · Pleasanton, CAIA RegisteredBroker
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Yusi ZhangCRD 8182313 · Irvine, CAIA Registered
1–36 of 36
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 304981 ↗
FINRA BrokerCheck record for firm CRD 304981 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.