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George B. Medina

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CRD#: 1669770
GM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George B Medina, who also goes by George B Medina, George Bienvenido Medina, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1987. George had worked at 18 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George B Medina | George Bienvenido Medina

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 12, 2016 - March 16, 2019

CV BROKERAGE, INC

BD
CRD#: 462
New York, NY
Past

March 11, 2015 - July 22, 2016

TIGRESS FINANCIAL PARTNERS, LLC

BD
CRD#: 154717
NEW YORK, NY
Past

May 12, 2014 - September 23, 2014

WALLACHBETH CAPITAL LLC

BD
CRD#: 147853
NEW YORK, NY
Past

September 9, 2013 - September 23, 2014

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

April 17, 2012 - July 30, 2013

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

November 14, 2011 - April 13, 2012

TOPEKA CAPITAL MARKETS INC.

BD
CRD#: 154133
NEW YORK, NY
Past

April 26, 2010 - March 23, 2011

TRADE INFORMATICS LLC

BD
CRD#: 143867
NEW YORK, NY
Past

June 10, 2008 - March 5, 2010

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
NEW YORK, NY
Past

May 1, 2008 - October 16, 2008

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
NEW YORK, NY
Past

January 14, 2008 - February 26, 2008

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

May 3, 2006 - January 14, 2008

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 19, 2004 - March 2, 2006

PIPER SANDLER & CO.

BD
CRD#: 665
NEW YORK, NY
Past

January 1, 2004 - December 7, 2004

VIE SECURITIES, LLC

BD
CRD#: 47786
NEW YORK, NY
Past

November 2, 1999 - October 30, 2003

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

August 20, 1999 - November 4, 1999

KNIGHT CAPITAL MARKETS LLC

BD
CRD#: 38379
PURCHASE, NY
Past

March 31, 1999 - June 29, 1999

BURLINGTON CAPITAL MARKETS INC.

BD
CRD#: 26991
NEW YORK, NY
Past

March 27, 1995 - August 28, 1996

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

June 9, 1987 - November 3, 1987

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/22/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/17/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CB
CV BROKERAGE, INC
CV BROKERAGE INC | JAMES C. BUTTERFIELD INC. | CV BROKERAGE, INC

CRD#: 462 / SEC#: , 8-12429

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 05/25/1965
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CV INVESTMENTS, LLCMEMBER
JUILIANO, COLLEEN JANEFINOP4818898
MCCORMACK, WILLIAM THOMASCEO, CCO, COO2690069

Disclosures


Regulatory Event10

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CV BROKERAGE, INC

CRD#: 462

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