Rita A. Medaglio-barrera
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rita Antoinette Medaglio-barrera's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 2019 - Present
BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.
Office #1: 3270 Suntree Blvd Suite #1103, Melbourne, FL 32940February 24, 2009 - November 17, 2009
BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.
January 2, 2001 - September 1, 2004
NORTHEAST SECURITIES, LLC
June 7, 2000 - December 31, 2000
NATHAN & LEWIS SECURITIES, INC.
September 19, 1995 - June 12, 2000
NORTHEAST SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/31/2019)
(4/22/2021)
Exams
Current Firm
BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.
CRD#: 149417 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,054,062 |
Red Flags
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