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Janet Mendez

Osaic Institutions, Inc.

San Juan Capistrano, CA

Tustin, CA

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-01
  • CA RA
    APPROVED
    Since 2022-09-01

Branch Locations

29222 Rancho Viejo Road Suite 122E, San Juan Capistrano, CA 92675 • United States

Tustin, CA • 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
Schoolsfirst Federal Credit Union Tustin CA 08/2009 05/2022
Cuna Brokerage Services, Inc. Waverly IA 05/2010 05/2022
Infinex Investments, Inc. Meriden CT 09/2022 Present
Mollison & Sediqi Wealth Management Group San Juan Capistrano CA 05/2022 Present
  • 08/2009 → 05/2022
    Schoolsfirst Federal Credit Union
    Tustin, CA
  • 05/2010 → 05/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 09/2022 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 05/2022 → Present
    Mollison & Sediqi Wealth Management Group
    San Juan Capistrano, CA
Previous Registrations
  • 2012-09-24 → 2022-04-21
    Cuna Brokerage Services, Inc.
    Tustin, CA
    Anaheim, CA
    Placentia, CA
    Anaheim, CA
    Anaheim, CA
    Placentia, CA
    Anaheim, CA
    Anaheim, CA
    Santa Ana, CA
    Tustin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-21
  • S66 Uniform Combined State Law Examination
    2012-09-21
Other Names
  • Janet Mendez
  • Janet Mendez Carrasco

View on SEC IAPD

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Other Investors

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ROBERT LAWRENCE SCHEIN
Madison Jean Evans
WILLIAM FREDERICK BLANKE
ALI BAVARIAN
Reed Patrick Romo
MATTHEW MICHAEL DEWEESE
DEAN ARTHUR ROMO

Other Offices

LPL FINANCIAL LLC · SAN JUAN CAPISTRANO, CA
HIGHTOWER ADVISORS, LLC · San Juan Capistrano, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAN JUAN CAPISTRANO, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Juan Capistrano, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAN JUAN CAPISTRANO, CA
INDEPENDENT FINANCIAL GROUP, LLC · SAN JUAN CAPISTRANO, CA
EDWARD JONES · SAN JUAN CAPISTRANO, CA
COOPER MCMANUS · SAN JUAN CAPISTRANO, CA

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