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Esau Medina

Medina Financial, LLC

Grace, ID

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Current Employers
Medina Financial, Llc

Grace, ID • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-02
ID RA APPROVED 2023-08-22
TX RA APPROVED_RES 2021-01-28
  • CO RA
    APPROVED
    Since 2025-01-02
  • ID RA
    APPROVED
    Since 2023-08-22
  • TX RA
    APPROVED_RES
    Since 2021-01-28

Branch Locations

Grace, ID • 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
Aecom Greenwood Village CO 07/2012 04/2019
Medina Financial, Llc Grace ID 04/2015 Present
Icwg Centennial CO 05/2019 02/2020
Esau Medina Grace ID 03/2022 Present
  • 07/2012 → 04/2019
    Aecom
    Greenwood Village, CO
  • 04/2015 → Present
    Grace, ID
  • 05/2019 → 02/2020
    Icwg
    Centennial, CO
  • 03/2022 → Present
    Esau Medina
    Grace, ID
Other Businesses

Self employed; not investment-related; 2171 Burton Canyon Rd, Grace, ID 83241; provide financial accounting consulting and bookkeeping services ; 03/2022; 130 hours per month devoted to these services; 4.75 hours during securities trading hours, provide financial accounting consulting services and bookkeeping services to clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28
Other Names
  • Esau Medina-Cortez

View on SEC IAPD

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