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JEFFREY JAMES MCAVADDY
JEFFREY MCAVADDY
CRD#: 4580991
IA
Investment Adviser
B
Previous Broker
INFINITY TAX & FINANCIAL PLANNINGCRD#: 332590 10575 68TH AVE N
SUITE D3
SEMINOLE, FL 33772
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2004 - 2009 (5 years)2 FIRMS2009 - 2018 (9 years)2 FIRMS2018 - 2024 (6 years)2 FIRMS2024 - 2024 (<1 year)IAINFINITY TAX & FINANCIAL PLANNING (CRD# 332590)2024 - Present (<1 year)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2003 - 2004 (1 year)
Disclosure(s)
View By:
9/13/2012
Customer Dispute
Settled
4/26/2010
Customer Dispute
Closed-No Action
1/29/1998
Criminal
Final Disposition
License(s)

State Registrations

IA
Florida 12/19/2024

Current Registration(s)
IA
INFINITY TAX & FINANCIAL PLANNING (CRD#:332590)
10575 68TH AVE N SUITE D3, SEMINOLE, FL 33772
10575 68TH AVE N SUITE D3, SEMINOLE, FL 33772
Registered with this firm since 12/19/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/11/2024 - 11/11/2024 OSAIC WEALTH, INC. (CRD#:23131) Seminole, FL
B
10/11/2024 - 11/11/2024 OSAIC WEALTH, INC. (CRD#:23131) Seminole, FL
IA
10/09/2018 - 10/11/2024 AMERICAN PORTFOLIOS ADVISORS, INC (CRD#:112697) HOLBROOK, NY
B
10/05/2018 - 10/11/2024 AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CRD#:18487) Seminole, FL
IA
11/24/2009 - 10/19/2018 INVESTMENT ADVISORS (CRD#:15708) LARGO, FL
B
10/23/2009 - 10/19/2018 PROEQUITIES, INC. (CRD#:15708) LARGO, FL
IA
07/15/2004 - 10/19/2009 QA3 FINANCIAL LLC (CRD#:104957) LARGO, FL
B
05/14/2004 - 10/19/2009 QA3 FINANCIAL CORP. (CRD#:14754) LARGO, FL
B
05/28/2003 - 05/12/2004 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) SCOTTSDALE, AZ
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.