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Dennis C. Ward

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CRD#: 1210684
DW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dennis Carey Ward, who also goes by Dennis Ward, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1983. Dennis had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis Ward

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 13, 2016 - July 21, 2020

INFINITY FINANCIAL SERVICES

RIA
CRD#: 144302
Murrysville, PA
Past

May 12, 2016 - July 21, 2020

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
Murrysville, PA
Past

December 11, 2013 - January 10, 2014

SB ADVISORY, LLC

RIA
CRD#: 154680
ATLANTA, GA
Past

November 20, 2013 - November 25, 2013

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

May 9, 2011 - May 31, 2016

ADIRONDACK TRADING GROUP LLC

BD
CRD#: 103910
MURRYSVILLE, PA
Past

March 11, 2011 - December 11, 2012

RIDGEWAY CONGER ADVISORY SERVICES

RIA
CRD#: 139372
PARNASSUS, PA
Past

March 11, 2011 - May 31, 2016

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
MURRYSVILLE, PA
Past

September 8, 2009 - September 14, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
PARNASSUS, PA
Past

May 23, 2008 - September 14, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
PARNASSUS, PA
Past

November 20, 2007 - July 10, 2008

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
PARNASSUS, PA
Past

April 15, 2005 - December 31, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
PARNASSUS, PA
Past

January 3, 1996 - November 21, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
PARNASSUS, PA
Past

November 21, 1983 - January 16, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 21, 1983 - January 16, 1996

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IF
INFINITY FINANCIAL SERVICES
INFINITY FINANCIAL SERVICES | MAR VISTA INSURANCE AGENCY DBA INFINITY FINANCIAL SERVICES | INFINITY SECURITIES, INC. | INFINITY FINANVIAL SERVICES

CRD#: 144302 / SEC#: , 8-67647

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
212 9th Street Suite 202, Oakland, CA 94607
Phone number
(510) 588-8000
Established
California since 01/17/2007
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GILBERT, GREGORY BURTONPRESIDENT, CHIEF COMPLIANCE OFFICER, SROP/CROP, MUNICIPAL PRINCIPAL3119457
PALICA, ANETA MARTAFINOP7948716

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INFINITY FINANCIAL SERVICES

CRD#: 144302

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