Mia Medina-bohanan

Employer firm

Assuredpartners Investment Advisors CRD 309550

$3.88B regulatory AUM 226 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-02-19
CO	RA	APPROVED	2023-10-17

WA RA
APPROVED

Since 2026-02-19
CO RA
APPROVED

Since 2023-10-17

Branch Locations

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

4582 S. Ulster Street Suite, Denver, CO 80237 • United States

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-06-29

CO RA
APPROVED

Since 2022-06-29

Branch Locations

4582 S. Ulster St., Suite 600, Denver, CO 80237 • United States

Littleton, CO • 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

Organization	City	State	From	To
Truenorth, Inc./Ima Wealth, Inc.	Denver	CO	12/2015	06/2022
Pensionmark Securities, Llc	Santa Barbara	CA	06/2022	Present
Pensionmark Financial Group	Santa Barbara	CA	06/2022	Present
Assuredpartners Investment Advisors	Tampa	FL	10/2023	Present
World Investments, Inc.	Denver	CO	10/2025	Present

12/2015 → 06/2022

Truenorth, Inc./Ima Wealth, Inc.

Denver, CO
06/2022 → Present

Pensionmark Securities, Llc

Santa Barbara, CA
06/2022 → Present

Pensionmark Financial Group

Santa Barbara, CA
10/2023 → Present

Assuredpartners Investment Advisors

Tampa, FL
10/2025 → Present

World Investments, Inc.

Denver, CO

Previous Registrations

2017-01-04 → 2022-06-17

Ima Advisory Services, Inc.

Wichita, KS

Denver, CO

Other Businesses

1. Insurance Agent; Investment Related; 7217 S. Yarrow Ct., Littleton, CO 80128; Life Insurance Agent; Resident Producer; 11/30/2018; 0 hours per month; 0 hours during trading hours; Accident, Health, Life & Variable Products - Not currently selling. 2. AssuredPartners; 4582 S Ulster Street, Suite 600, Denver, CO 80237; Non-Investment Related; Insurance Agency; Senior Account Executive/Support Staff; 6/7/2022; 160 hours per month; 160 hours during trading hours; Retirement Plan Consulting for clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-04
S63	Uniform Securities Agent State Law Examination	2014-12-12

S65 Uniform Investment Adviser Law Examination

2017-01-04
S63 Uniform Securities Agent State Law Examination

2014-12-12

Other Names

Mia M. Medina
Mia M. Medina-Bohannan
Mia M. Medina-Bohanan

View on SEC IAPD