Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

INFINITY FINANCIAL SERVICES
144302
ANNA MARIE OCAMPO LOVELL
5498414
INFINITY FINANCIAL SERVICES
144302
ANNA MARIE OCAMPO LOVELL
5498414
INFINITY FINANCIAL SERVICES
144302
ANNA-MARIE O-LOVELL
5498414
ANNE-MARIE LOVELL
5498414
INFINITY FINANCIAL SERVICES
144302
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-02-09
D/A
$113,310.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2026-01-14
D/A
$1,678,888.00
No
$0.00
No
SALES COMMISSIONS: $1,219,257.09; MANAGING BROKER DEALER FEES: $306,529.35; MARKETING FEES: $48,058.07; WHOLESALER FEES: $60,826.07; DUE DILIGENCE FEES: $44,218.07
2026-01-09
D
$770,645.00
No
$0.00
No
REFERRAL FEE: $206,850.00; WHOLESALER FEE: $37,400.00; SALES COMMISSION: $198,480.00; MARKETING ALLOWANCE: $35,100.00; DILIGENCE FEE: $35,100.00; MANAGING BROKER DEALER FEE: $257,715.00
2025-12-31
D
$1,930,851.00
No
$0.00
No
SALES COMMISSIONS: $1,420,108.76; WHOLESALE FEES: $21,050; DILIGENCE FEES: $18,836.88; MARKETING FEES: $19,086.88; MANAGING BROKER DEALER FEES: $451,768.39
2025-12-11
D
$102,060.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-03-18
D/A
$1,336,419.00
Yes
$0.00
No
2024-03-22
D/A
$7,098,393.00
Yes
$0.00
No
2023-03-28
D/A
$5,302,325.00
Yes
$0.00
No
2019-07-03
D/A
$2,133,452.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND PLACEMENT AGENT FEE THAT MAY BE PAID TO ONE OR MORE RELATED PERSONS.
2019-06-21
D/A
$2,133,452.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND PLACEMENT AGENT FEE THAT MAY BE PAID TO ONE OR MORE RELATED PERSONS.
2019-06-07
D/A
$2,133,452.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND PLACEMENT AGENT FEE THAT MAY BE PAID TO ONE OR MORE RELATED PERSONS.
2019-05-28
D/A
$2,133,452.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND PLACEMENT AGENT FEE THAT MAY BE PAID TO ONE OR MORE RELATED PERSONS.