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Victor Juan Medina

Palante Wealth Advisors, LLC

Pennington, NJ

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Current Employers
Palante Wealth Advisors, Llc

230 West Delaware Avenue, Pennington, NJ 08534 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-07
PA RA APPROVED 2015-03-30
  • NJ RA
    APPROVED
    Since 2026-01-07
  • PA RA
    APPROVED
    Since 2015-03-30

Branch Locations

230 West Delaware Avenue, Pennington, NJ 08534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Medina Law Group, Llc Pennington NJ 01/2005 Present
Private Client Capital Group, Llc Pennington NJ 07/2014 Present
Medina Financial, Llc Pennington NJ 02/2015 Present
  • 01/2005 → Present
    Medina Law Group, Llc
    Pennington, NJ
  • 07/2014 → Present
    Private Client Capital Group, Llc
    Pennington, NJ
  • 02/2015 → Present
    Medina Financial, Llc
    Pennington, NJ
Other Businesses

1. MEDINA LAW GROUP, LLC - MANAGING ATTORNEY/OWNER. BUSINESS IS NOT INVESTMENT RELATED. BEGAN ON 01/2005. SPEND 130 HOURS PER MONTH ON BUSINESS. PROVIDE ESTATE PLANNING AND ESTATE ADMINISTRATION SERVICES TO CLIENTS. 2. Medina Financial, LLC - owner and licensed to sell life and health insurance as an insurance agent. Spends approximately 16 hours per month on business. Non investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-03
  • S65 Uniform Investment Adviser Law Examination
    2015-03-03
Designations

View on SEC IAPD

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