Gabriel Lewis Medina

Employer firm

Bridge Capital Consulting, LLC CRD 283663

$76.5M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → 02/2019
  144Th Fighter Wing California Air National Guard
  Fresno, CA
• 04/2011 → 07/2021
  United Planners' Financial Services
  Scottsdale, AZ
• 04/2011 → 04/2018
  Financial & Estate Advisors
  Bothell, WA
• 04/2018 → 12/2020
  Gies Associates Llc
  Kennewick, WA
• 02/2019 → 01/2023
  142Nd Fighter Wing Oregon Air National Guard
  Portland, OR
• 12/2020 → 07/2021
  Sagewater Financial Llc
  Kennewick, WA
• 07/2021 → Present
  Bridge Capital Consulting
  Kennewick, WA

Previous Registrations

• 2018-07-02 → 2021-07-15
  United Planners' Financial Services Of America A Limited Partner
  Woodinville, WA
  Mill Creek, WA
  Kennewick, WA
• 2011-06-09 → 2018-06-06
  Financial & Estate Advisors, Inc
  Woodinville, WA
• 2010-03-22 → 2011-05-03
  Chase Investment Services Corp.
  Seattle, WA
  Seattle, WA
• 2008-01-01 → 2010-03-03
  Wells Fargo Clearing Services, Llc
  Fresno, CA
  Fresno, CA
• 2007-06-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Fresno, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-06-16