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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-19 |
Branch Locations
4515 Central Ave. Ste. 202, Riverside, CA 92506 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Moreno Valley | CA | 02/2018 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Riverside | CA | 07/2021 | 02/2022 |
| Wells Fargo Bank, Na | Riverside | CA | 09/2013 | 06/2021 |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2022 | 07/2024 |
| Ramos Consulting & Wealth Management | Downey | CA | 01/2022 | 07/2024 |
| United Planners Financial Services | Scottsdale | AZ | 08/2024 | Present |
| Juan A. Medina-Luna | Colton | CA | 02/2022 | Present |
| Asegure Su Legado | Riverside | CA | 10/2024 | Present |
1.) JUAN A. MEDINA-LUNA - OWNER - NON-VARIABLE INSURANCE - COLTON, CA - SINCE 02/2022 - INVESTMENT RELATED 2.) MEDINA WEALTH MANAGEMENT - CEO - DBA NAME FOR MARKETING PURPOSES ONLY - COLTON, CA - SINCE 02/2022 - INVESTMENT RELATED 3.) CITADEL PLANS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - LOS ANGELES, CA - SINCE 08/2024 - INVESTMENT RELATED 4.) ASEGURE SU LEGADO - PARTNER - CONSULTING SERVICES - RIVERSIDE, CA - SINCE 10/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-11 |
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