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Shlomo M. Bistritzky

Some features on this profile are disabled
CRD#: 6004136
SB

Professional summary

Shlomo Mordechai Bistritzky was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Shlomo is a previously registered financial professional and started their career in finance in 2012. Prior to being barred, Shlomo had worked at 1 firm, which includes INFINITY CAPITAL GROUP LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

March 28, 2012 - December 31, 2018

INFINITY CAPITAL GROUP, LLC

RIA
CRD#: 159804
WOODLAND HILLS, CA

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
IAR
Series 65
Date: 12/14/2011
Uniform Investment Adviser Law Examination

Current Firm

IC
INFINITY CAPITAL GROUP, LLC
INFINITY CAPITAL GROUP, LLC

CRD#: 159804 / SEC#:

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Contact information

Main Address
21700 Oxnard Street Suite 460, Woodland Hills, CA 91367
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
CaliforniaERA - Withdrawn12/14/2011

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 CAPITAL GROUP, LLC

CRD#: 159804

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