Brian Medina is a registered investment advisor, based in Glendale, CA, with 28 years of industry experience.
Location
Glendale, CA
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Regulatory History (1)
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Customer Dispute
May 2010Denied
Other Business Activities
Brian works as a whiskey tasting moderator for The Sommelier Company, an activity not investment-related. He dedicates a few hours per week to this role, primarily outside of trading hours.
Employment History
Current Registrations
Hartford Funds Distributors, LLC
July 2025 - Present · 9 mos
Hartford Funds
July 2025 - Present · 9 mos
Hartford Funds Distributors, LLCBroker
July 2025 - Present · 9 mos
Previous Registrations
T. Rowe Price Associates, INC.
September 2021 - June 2025 · 3 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
June 2021 - June 2025 · 4 yrs
Invesco Distributors, INC.Broker
May 2019 - April 2021 · 1 yr 11 mos
Ofi Private Investments INC
June 2004 - December 2005 · 1 yr 6 mos
Oppenheimerfunds Distributor, INC.Broker
April 2003 - May 2019 · 16 yrs 1 mo
A. G. Edwards & Sons, INC.
February 2002 - March 2003 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
January 2002 - March 2003 · 1 yr 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
February 1998 - September 2001 · 3 yrs 7 mos
Citizens Investment Securities, INC.Broker
February 1997 - January 1998 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.