DH
Daire P. Heneghan
INFINITY FINANCIAL SERVICES ADVISORY
Oakland, CA 94607
Some features on this profile are disabled
CRD#: 6878927
DH
Professional summary
Daire Peter Heneghan, who also goes by Daire Heneghan, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Oakland, California.
Daire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daire has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daire Heneghan
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.
1) the name of the other business = SF golden gate RFC 2) whether the business is investment-related - No 3) the address of the other business = 13th Street Avenue H, San Francisco, CA 94130 4) the nature of the other activity - sports coaching 5) your position, title, or relationship with the other business - middle school coach 6) the start date of your relationship = December 2023 7) the approximate number of hours/month you devote to the other business = 30/month some months 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = coach middle school kids rugby 1) the name of the other business = Creative one 2) whether the business is investment-related - Yes 3) the address of the other business = 6330 Sprint Pkwy Ste 400, Overland Park, KS 66211 4) the nature of the other business - life insurance company 5) your position, title, or relationship with the other business = insurance producer 6) the start date of your relationship = November 2023 7) the approximate number of hours/month you devote to the other business = 20/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Sell term life insurance and indexed life insurance policies 1) the name of the other business = Producer's Choice 2) whether the business is investment-related - Yes 3) the address of the other business = | 1152 East Long Lake Road | Troy, Michigan 4) the nature of the other business - Annuity sales company 5) your position, title, or relationship with the other business = insurance producer 6) the start date of your relationship = January 2024 7) the approximate number of hours/month you devote to the other business = 10/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Sell annuities to suitable client. Common examples include fixed, fixed index, and interest rate / index linked annuities. 1) the name of the other business = Disability Insurance Services 2) whether the business is investment-related - Yes 3) the address of the other business = 4444 Zion Ave, San Diego, CA 92120 4) the nature of the other business - insurance sales 5) your position, title, or relationship with the other business = insurance producer 6) the start date of your relationship = April 2024 7) the approximate number of hours/month you devote to the other business = 10/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Sell long term care insurance to people that need it 1) the name of the other business = Anuba Technologies 2) whether the business is investment-related = No 3) the address of the other business = 1850 Clay Street, San Francisco, CA 94109 Apt 304 4) the nature of the other business = Al company helping food businesses and restaurants grow their revenue 15-20% by using KYC metrics 5) your position, title, or relationship with the other business = Chief Financial Officer 6) the start date of your relationship = July 2025 7) the approximate number of hours/month you devote to the other business = 60/month 8) the number of hours you devote to the other business during securities trading hours = 0 9) and briefly describe your duties relating to the other business = Making financial projections for seed capital for this start-up in AI to show investors for seed capital. The firm has an NDA with a $50bn company. As they become more operational post-seed, I'll have more duties.
CRS (Client Relationship Summary) - RIA
Click below to view Daire Peter Heneghan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 4, 2023 - Present
INFINITY FINANCIAL SERVICES ADVISORY
Office #1: 212 9th Street Suite 202, Oakland, CA 94607RIA
CRD#: 304981
Oakland, CA
Past
August 7, 2023 - June 27, 2025
INFINITY FINANCIAL SERVICES
BD
CRD#: 144302
Oakland, CA
Past
March 1, 2022 - August 11, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SAN FRANCISCO, CA
Past
July 9, 2018 - March 8, 2021
CITY NATIONAL ROCHDALE
RIA
CRD#: 117198
san francisco, CA
Past
January 10, 2018 - March 8, 2021
CNR SECURITIES, LLC
BD
CRD#: 18466
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC
CRD#: 304981 / SEC#: 801-117719
RIA
Registered Investment Advisory firm - (12/5/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC
CRD#: 304981 / SEC#: 801-117719
RIA
Registered Investment Advisory firm - (12/5/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 150,097,662 |
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.
