Rita A. Medaglio-barrera

BMR GLOBAL WEALTH MANAGEMENT GROUP

Melbourne, FL 32940

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CRD#: 2592433

Professional summary

Rita Antoinette Medaglio-barrera, who also goes by Rita Jozaitis, Rita Antoinette Medagliobarrera, is a registered financial advisor currently at BMR GLOBAL WEALTH MANAGEMENT GROUP, INC. located in Melbourne, Florida.

Rita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Rita has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rita Jozaitis | Rita Antoinette Medagliobarrera

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.

1.) 06/2017: INDEPENDENT INSURANCE AGENT, NON- INVESTMENT-RELATED, 3270 SUNTREE BLVD, SUITE 1103, MELBOURNE, FL 32940, SENIOR HEALTHCARE SPECIALIST, 70 HOURS/MONTH DEVOTED TO OTHER BUSINESS. DURING SECURITY TRADING HOURS, DEVOTE 20 HOURS/MONTH. WORK WITH SENIORS WHO ARE IN NEED OF A MEDICARE SUPPLEMENT OR MEDICARE ADVANTAGE PLAN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rita Antoinette Medaglio-barrera's CRS (Customer Relationship Summary).

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

Current

May 31, 2019 - Present

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

Office #1: 3270 Suntree Blvd Suite #1103, Melbourne, FL 32940

RIA

CRD#: 149417

Melbourne, FL

Past

February 24, 2009 - November 17, 2009

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

RIA

CRD#: 149417

MELVILLE, NY

Past

January 2, 2001 - September 1, 2004

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

June 7, 2000 - December 31, 2000

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

September 19, 1995 - June 12, 2000

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/31/2019)

IAR

New York
(4/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/19/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/18/1995

General Securities Representative Examination

Current Firm

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

BMR GLOBAL WEALTH MANAGEMENT GROUP INC. | BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

CRD#: 149417 / SEC#:

Florida

Registered Investment Advisory firm - (5/31/2019 Approved)

New York

Registered Investment Advisory firm - (2/24/2009 Approved)

Texas

Registered Investment Advisory firm - (11/17/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3270 Suntree Blvd Suite #1103, Melbourne, FL 32940

Mailing Address

Phone number

321-244-9100 AND 631-498-45

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 901,017

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.

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Rita A. Medaglio-barrera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rita Antoinette Medaglio-barrera's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

NORTHEAST SECURITIES, LLC

NATHAN & LEWIS SECURITIES, INC.

NORTHEAST SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2018

Series 63

Date: 3/31/1995

Series 7

Date: 9/18/1995

Current Firm

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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