David John Medina

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2014 → 02/2021
  D.A. Davidson & Co.
  Pasadena, CA
• 02/2021 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2015-03-09 → 2021-02-23
  D.A. Davidson & Co.
  Pasadena, CA

Other Businesses

1) DAVID MEDINA THOROUGHBRED RACING; NON-INVESTMENT RELATED; ARCADIA, CA; THOROUGHBRED HORSE RACING; OWNER, IN PARTNERSHIPS; BEGINNING MARCH 1991; 12 HOURS PER MONTH; NO TIME DURING MARKET TRADING HOURS. 2) RANCHO SANTA ANITA RESIDENTS ASSN., ARCADIA, CA; NON-INVESTMENT RELATED; HOA; TREASURER; BEGINNING 07/2014; 1 HOUR PER MONTH; NO TIME DEVOTED TO THIS ACTIVITY DURING MARKET TRADING HOURS; DUTIES INCLUDE MAINTANENCE OF CHECKBOOK; DEPOSIT CHECKS; PRESENTATATION OF FINANCIALS. 3) MEDINA INSURANCE SOLUTIONS. INVESTMENT RELATED; MEMBER/AGENT: LIFE, DISABILITIES AND ANNUITIES. BEGINNING 2/2021. APPROXIMATELY 4 HOURS PER MONTH, NO TIME DEVOTED TO THIS ACTIVITY DURING MARKET TRADING HOURS. DUTIES INCLUDE PROVIDING INSURANCE SOLUTIONS FOR CLIENTS. 4) DAVID MEDINA, AUTHOR; INVESTMENT-RELATED; ARCADIA, CA; AUTHOR; STARTING 7/30/2018; 2 HOURS PER MONTH DURING MARKET TRADING HOURS; AUTHOR OF BOOK "THE RIGHT PLAN, THE RIGHT PROCESS".

Exams

• S66 Uniform Combined State Law Examination
  2015-03-06

Designations

• Certified Financial Planner

Other Names

• David Medina House