Francisco Javier Medina

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

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

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-05

Branch Locations

Dallas, TX • United States

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

Organization	City	State	From	To
Td Ameritrade, Inc.	Southlake	TX	02/2022	09/2022
Curo Financial/Speedy Cash	Dallas	TX	07/2021	03/2022
Unemployed	Dallas	TX	06/2021	06/2021
Domino's/Bam Pizza Management Inc	Dallas	TX	02/2019	03/2021
Medfront Pharmacy	Dallas	TX	09/2018	02/2019
Pizza Hut	Austin	TX	10/2017	05/2018
Pizza Hut	Dallas	TX	02/2017	07/2017
Tia Dora's Bakery	Dallas	TX	06/2016	09/2016
University Of Texas At Austin	Austin	TX	06/2015	05/2018
Bank Of America, N.A.	Dallas	TX	09/2022	03/2023
University Of Texas At Austin	Austin	TX	05/2018	09/2018
Tapfin/Ey	Dallas	TX	05/2023	06/2023
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	07/2023	Present
Tiaa	Frisco	TX	07/2023	Present
Southeastern Freight Lines	Dallas	TX	09/2018	11/2018
Unemployed	Dallas	TX	04/2023	04/2023
Aramark	Austin	TX	02/2017	07/2017
Fedex Ground	Dallas	TX	04/2021	05/2021
Amazon.cOm, Inc. And Its Affiliates	Garland	TX	06/2017	07/2017
Amazon.cOm, Inc. And Its Affiliates	Dallas	TX	04/2021	04/2021
Ernst & Young Investment Advisers Llp	Dallas	TX	05/2023	06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	09/2022	03/2023

02/2022 → 09/2022

Td Ameritrade, Inc.

Southlake, TX
07/2021 → 03/2022

Curo Financial/Speedy Cash

Dallas, TX
06/2021 → 06/2021

Unemployed

Dallas, TX
02/2019 → 03/2021

Domino's/Bam Pizza Management Inc

Dallas, TX
09/2018 → 02/2019

Medfront Pharmacy

Dallas, TX
10/2017 → 05/2018

Pizza Hut

Austin, TX
02/2017 → 07/2017

Pizza Hut

Dallas, TX
06/2016 → 09/2016

Tia Dora's Bakery

Dallas, TX
06/2015 → 05/2018

University Of Texas At Austin

Austin, TX
09/2022 → 03/2023

Bank Of America, N.A.

Dallas, TX
05/2018 → 09/2018

University Of Texas At Austin

Austin, TX
05/2023 → 06/2023

Tapfin/Ey

Dallas, TX
07/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
07/2023 → Present

Tiaa

Frisco, TX
09/2018 → 11/2018

Southeastern Freight Lines

Dallas, TX
04/2023 → 04/2023

Unemployed

Dallas, TX
02/2017 → 07/2017

Aramark

Austin, TX
04/2021 → 05/2021

Fedex Ground

Dallas, TX
06/2017 → 07/2017

Amazon.cOm, Inc. And Its Affiliates

Garland, TX
04/2021 → 04/2021

Amazon.cOm, Inc. And Its Affiliates

Dallas, TX
05/2023 → 06/2023

Ernst & Young Investment Advisers Llp

Dallas, TX
09/2022 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-02
S63	Uniform Securities Agent State Law Examination	2022-07-08