Eric Jose Medina

Current Employers

Employment History

• 12/2013 → 09/2016
  Moneyblock
  Chicago, IL
• 12/2019 → Present
  Innovation Partners Llc
  Charlotte, NC
• 10/2016 → 12/2019
  Cfd Investments Inc
  Kokomo, IN
• 09/2016 → 12/2019
  Creative Financial Designs
  Kokomo, IN
• 12/2019 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Previous Registrations

• 2016-10-11 → 2019-12-19
  Creative Financial Designs, Inc.
  Mokena, IL
  Kokomo, IN
  Mokena, IL
• 2013-12-02 → 2016-10-03
  Tradingblock
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2012-08-29 → 2013-12-16
  Waddell & Reed
  Mokena, IL
• 2010-08-17 → 2011-04-06
  Lincoln Investment
  Munster, IN
  Cincinnati, OH
  Scottsdale, AZ
• 2004-10-22 → 2009-04-20
  Valic Financial Advisors, Inc.
  Merrillville, IN
  Dyer, IN
  Merillville, IN

Other Businesses

1) Independent Insurance Sales, INVESTMENT RELATED. 2) Property and Casualty Insurance Sales through American Family Insurance 3) High school Tennis coach for Bishop Noll, Not Investment Related, 40 hours per month. 4. Innovation Partners LLC - Registered Representative - Investment Related - during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-06
• S63 Uniform Securities Agent State Law Examination
  1985-11-25

Other Names

• Eric J Medina