Raymond J Medrano

Current Employers

Employment History

• 01/2017 → 01/2017
  Raymond Medrano
  Fresno, CA
• 07/2024 → Present
  Raymond Medrano Pastoral Ministries
  Fresno, CA
• 07/2024 → 09/2025
  Avantax Investment Services Inc.
  Fresno, CA
• 07/2024 → 09/2025
  Avantax Advisory Services
  Fresno, CA
• 01/2005 → Present
  Raymond Medrano Pastoral Ministries
  Fresno, CA
• 06/2015 → Present
  Roeser Accountancy Corporation
  Fresno, CA
• 06/2015 → Present
  Valley Valuations
  Fresno, CA
• 01/2016 → Present
  Raymond Medrano Mentor
  Fresno, CA
• 01/2017 → Present
  Raymond Medrano
  Fresno, CA
• 01/2020 → Present
  Capital Nomics
  Bend, OR
• 11/2022 → Present
  Artisanpizzaproject
  Fresno, CA
• 06/2015 → Present
  Roeser Accountancy Corporation
  Fresno, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fresno, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Life Mark Wealth
  Fresno, CA

Previous Registrations

• 2025-01-01 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Fresno, CA

Other Businesses

1)RAYMOND MEDRANO; Accountant; provide general bookkeeping, accounting advisory, tax prep, accounting related tutoring services; NIR; HRS 2; HRS 0; 01/01/2017; 9 River Park Place E, Suite 450, Fresno CA 93720; bookkeeping projects, accounting advisory, income tax prep, or tutoring for students 2)RAYMOND MEDRANO PASTORAL MINISTRIES; Pastor;. I coordinate with the church boards, help plan the church service, help conduct the service; NIR; HRS 1; HRS 0; 01/01/2005; 9 River Park Place E, Suite 450, Fresno CA 93720; Coordinate church service. Oversee worship team. Time-keep the service and transition through different elements of the service. 3)ARTISANPIZZAPROJECT; Pizza Influencer; Influencer on Instagram. I talk about, demonstrate, and make pizza, inspired others to create their own tasty pizzas; NIR; HRS 8; HRS 1; 11/01/2022; 9 River Park Place E, Suite 450, Fresno CA 93720; I share recipes, experiences at other pizzerias 4)RAYMOND MEDRANO MENTOR; Mentor; mentor to local university students who are considering going the field of accounting; NIR; HRS 1; HRS 0; 01/01/2016; 9 River Park Place E, Suite 450, Fresno CA 93720; Meet with students interested in accounting profession. 5)VALLEY VALUATIONS POSITION: CPA/CFF, CVA NATURE: specializes in providing Business Valuation services. For client near retirement age who will benefit from a comprehensive valuation of their company, or those in need of a report for gifting or estate tax purposes. INV REL: No NUMBER OF HOURS: 1 SECURITIES TRAD HRS: 1 START DATE: 06/01/2015 ADDRESS: 9 River Park Place E, Suite 450, Fresno CA 93720, United States DESC : I meet with clients to uncover plans for the future of the business or for the client. I value the company based on required valuation standards and present the findings to the client. 6)CAPITAL NOMICS POSITION: CPA/CFF, CVA NATURE: The company specializes in providing Business Valuation services. For client near retirement age who will benefit from a comprehensive valuation of their company, or those in need of a report for gifting or estate tax purposes. INV REL: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 2900 NW Clearwater Drive, Suite 200, Bend OR 97703, United States DESC : I met with clients to uncover plans for the future of the business or for the client. I value the company based on required valuation standards and present the findings to the client. 7) ROESER ACCOUNTANCY CORPORATION POSITION: CPA NATURE: CPA firm specializing in Individual, Corporate, and Partnership taxation. The Company also provides financial statement preparation, general accounting related advice and services. Provides business valuation related services. INV REL : No NUMBER OF HOURS: 155 SECURITIES TRAD HRS: 130 START DATE: 06/01/2015 ADDRESS: 9 River Park Place E, Suite 450, Fresno CA 93720, United States DESC : helping clients understand the value of their companies for the purpose of either selling, gifting, merging, or litigating. I meet with clients to determine their needs, plan the engagement, perform the services, and pitch new ideas that may help the client 8) NAME OF OTHER BUSINESS: LIFE MARK WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30

Other Names

• Raymond Joseph Medrano
• Raymond Medrano