Joseph Medina has been an investment adviser representative at Gilbert Greg RIA since April 2023, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Joseph Medina’s longest registration was 7 years at Cetera Advisors LLC (2012–2020). Before joining Gilbert Greg RIA in 2023, Joseph Medina was registered through Newbridge Financial Services Group, Inc. and Cetera Advisors LLC.
- – present · 3 yearsAdviser representative · Firm CRD 304981
- Newbridge Financial Services Group, Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 130814
- Cetera Advisors LLC– · 7 yearsNew York, NY · Adviser representative · Firm CRD 10299
- Gilford Financial Corp.– · 1 yearNew York, NY · Adviser representative · Firm CRD 126593
- Chase Investment Services Corp.– · 4 yearsNew York, NY · Adviser representative · Firm CRD 25574
- Axa Advisors, LLC– · 1 yearNew York, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Joseph Medina is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from April 2023; the most recent is Texas, in October 2026.
- New JerseySince 25 June 2025
- New YorkSince 11 April 2023
- TexasResidentSince 14 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 September 2006 |
| Series 7 | General Securities Representative Examination | 4 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 October 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Joseph A Medina
- CRD
- 2793924
- Firm
- Gilbert Greg RIA · CRD 304981
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Medina work?
Joseph Medina is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Medina a financial advisor?
Yes. Joseph Medina has a current investment-adviser registration in New Jersey, New York and Texas, through Gilbert Greg RIA since April 2023.
How many years of experience does Joseph Medina have?
Joseph Medina has 26 years in the financial industry, since April 2000, across 6 adviser firms.
What exams has Joseph Medina passed?
Joseph Medina has passed 4 licensing exams: the Series 63, Series 7, Series 66 and Series 65. The earliest, the Series 63, was passed in October 1996. FINRA credited Joseph Medina with the SIE, which began in October 2018.
Where did Joseph Medina work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Joseph Medina was registered through Newbridge Financial Services Group, Inc., April 2020 to December 2021; Cetera Advisors LLC, April 2012 to February 2020; Gilford Financial Corp., January 2011 to April 2012; Chase Investment Services Corp., June 2006 to January 2011; Axa Advisors, LLC, July 2002 to October 2003.
Is Joseph Medina registered with FINRA?
Yes. Joseph Medina has a current broker registration, under CRD 2793924.
Source: FINRA BrokerCheck
How can I verify Joseph Medina’s record?
Search CRD 2793924 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Medina’s full registration record.