Joseph A Medina

Current Employers

Employment History

• 01/2013 → 02/2020
  Cetera Advisors Llc
  El Segundo, CA
• 02/2020 → 11/2022
  Newbridge Securities Corporation
  New York, NY
• 12/2022 → Present
  Infinity Financial Services
  Oakland, CA
• 12/2022 → Present
  Infinity Financial Services Advisory
  Oakland, CA

Previous Registrations

• 2020-04-24 → 2021-12-07
  Nfsg Corporation
  Boca Raton, FL
  New York, NY
• 2012-04-16 → 2020-02-07
  Cetera Advisors Llc
  New York, NY
  New York, NY
  Webster, NY
  New York, NY
• 2011-01-26 → 2012-04-20
  Gilford Financial Corp.
  New York, NY
• 2006-06-14 → 2011-01-10
  Chase Investment Services Corp.
  New York, NY
  New York, NY
• 2002-07-25 → 2003-10-23
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. DBA: MEDINA PRIVATE WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, START SEPTEMBER 2013, SECURITIES AND INVESTMENT ADVISORY SERVICES, 40 HOURS PER WEEK - DURING TRADING HOURS, FINANCIAL ADVISOR. 2. DBA: MEDINA PRIVATE INSURANCE, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, START DATE: 2016, INSURANCE SALES VIA S-CORP, INDEPENDENT INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADER HOURS: VARIES, SELLS LIFE 3. S-Corp EAT DRINK AND MOVE MONEY; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; Used for tax purposes only; START 10/2013; 40 HOURS/WEEK DURING TRADING HOURS; PRESIDENT 4. NAME OF OTHER BUSINESS: Charles Rutenberg; INVESTMENT RELATED: NO; ADDRESS: 445 PARK AVE FLOOR 9, NEW YORK, NY 10022; NATURE OF BUSINESS: REAL ESTATE SALES; START DATE: 11/2018; POSITION/TITLE/RELATIONSHIP: REAL ESTATE AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: COMMERCIAL AND RESIDENTIAL REAL ESTATE SALES 5. LEGAL SHIELD LOCATED AT 445 PARK AVE FLR9, NY NY 10022. NOT INVESTMENT RELATED. START DATE: 05/01/2023, POSITION: SALESMAN, SELL LEGAL SUBSCRIPTION PLANS WHICH ARE CANCELABLE AT ANY TIME, APPROXIMATLY 1-2 HOURS MONTHLY, WITH NONE DURING SECURITIES TRADING HOURS. 6. JOSEPH MEDINA PUBLIC NOTARY, 445 PARK AVE, FLOOR 9, NEW YORK, NY 10022 , NOT INVESTMENT RELATED, NATURE OF BUSINESS: PROVIDE PUBLIC NOTARY SERVICES FOR VERIFYING SIGNATURES, POSITION TITLE: INDEPENDENT PUBLIC NOTARY, START DATE: 12/2024, HOURS: 5 HOURS PER WEEK, OCCUR DURING BUSINESS HOURS: YES 7. MOMMY'S BAR, NOT INVESTMENT RELATED, 323 GRAHAM AVE, BROOKLYN NY 11211, NATURE OF BUSINESS: BAR, RELATIONSHIP: LIMITED PARTNER, START DATE: 05/28/2025, HOURS: 1-2 HOURS PER MONTH, NOT DURING SECURITIES TRADING HOURS 8. THE MALLARD DRAKE, NOT INVESTMENT RELATED, 43 FRANKLIN AVE BROOKLYN, NY 11222, NATURE OF BUSINESS: BAR, RELATIONSHIP: LIMITED PARTNER, START DATE: 05/28/2025, HOURS: 1-2 HOURS PER MONTH, NOT DURING SECURITIES TRADING HOURS 9. THE LESS DEAD, NOT INVESTMENT RELATED, 949 GRAND ST, BROOKLYN NY 11211, NATURE OF BUSINESS: BAR, RELATIONSHIP: LIMITED PARTNER, START DATE: 05/28/2025, HOURS: 1-2 HOURS PER MONTH, NOT DURING SECURITIES TRADING HOURS 10. AMERICAS GROUP REALTY, LLC, INVESTMENT RELATED, 445 PARK AVE FLOOR 9, NEW YORK, NY 10022, NATURE OF BUSINESS: REAL ESTATE SALES, RELATIONSHIP: AGENT, HOURS: 4 HOURS PER MONTH, NOT DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-11
• S66 Uniform Combined State Law Examination
  2006-09-08
• S63 Uniform Securities Agent State Law Examination
  1996-10-24

Other Names

• Joseph Medina