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EG

Evan J. Grace

INFINITY CAPITAL SECURITIES
Oklahoma City, OK 73103
Some features on this profile are disabled
CRD#: 6916782
EG

Professional summary

Evan James Grace is a registered financial professional currently at INFINITY CAPITAL SECURITIES, LLC located in Oklahoma City, Oklahoma.

Evan is registered as a RR (Registered Representative) and started their career in finance in 2018. Evan has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 24 exams.

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) - BD

Click below to view Evan James Grace'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®
None

Experience

Current

July 23, 2018 - Present

INFINITY CAPITAL SECURITIES, LLC

Office #1: 1611 N Broadway Ave, Oklahoma City, OK 73103Office #2: 201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
BD
CRD#: 296886
Oklahoma City, OK
Past

April 27, 2018 - August 24, 2018

WAYPOINT SECURITIES, LLC

BD
CRD#: 158622
SUN PRAIRIE, WI

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Oklahoma
(7/23/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 7/3/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 3/26/2018
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/27/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INFINITY CAPITAL SECURITIES, LLC
INFINITY CAPITAL SECURITIES, LLC

CRD#: 296886 / SEC#: , 8-70115

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
Mailing Address
201 Nw 10th Street Suite 200, Oklahoma City, OK 73103
Phone number
(405) 400-8977
Established
Oklahoma since 04/06/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
INFINITY CAPITAL, LLCHOLDING COMPANY
LEE, CHRISTOPHER JMANAGING MEMBER, CCO, EXECUTIVE REP, CFO, FINOP6310635
VAHLBERG, BRYAN WILLIAMMANAGING MEMBER6829746

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 SECURITIES, LLC

CRD#: 296886Oklahoma City, OK 73103

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