Gabriel L. Medina

BRIDGE CAPITAL CONSULTING

Kennewick, WA 99336

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CRD#: 5319460

Professional summary

Gabriel Lewis Medina is a registered financial advisor currently at BRIDGE CAPITAL CONSULTING, LLC located in Kennewick, Washington.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gabriel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.) 142ND FIGHTER WING OREGON AIR NATIONAL GUARD - EDUCATION & TRAINING MANAGEMENT - PORTLAND, OR - SINCE 02/2019 - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Lewis Medina'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

July 9, 2021 - Present

BRIDGE CAPITAL CONSULTING, LLC

Office #1: 8350 W, Grandbridge Blvd., Kennewick, WA 99336

RIA

CRD#: 283663

Kennewick, WA

Past

July 2, 2018 - July 15, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

KENNEWICK, WA

Past

June 9, 2011 - June 6, 2018

FINANCIAL & ESTATE ADVISORS, INC

RIA

CRD#: 119062

BOTHELL, WA

Past

April 29, 2011 - July 15, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

KENNEWICK, WA

Past

March 22, 2010 - May 3, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SEATTLE, WA

Past

March 22, 2010 - May 3, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SEATTLE, WA

Past

January 1, 2008 - March 3, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FRESNO, CA

Past

January 1, 2008 - March 3, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FRESNO, CA

Past

June 18, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

FRESNO, CA

Past

June 4, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

FRESNO, CA

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

California
(7/9/2021)

IAR

Texas
(5/23/2022)

IAR

Washington
(7/26/2021)

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 66

Date: 6/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2007

General Securities Representative Examination

Current Firm

BRIDGE CAPITAL CONSULTING, LLC

BRIDGE CAPITAL CONSULTING, LLC | PICHARDO WEALTH MANAGEMENT, INC. | PICHARDO WEALTH MANAGEMENT, INC | BRIDGE FINANCIAL MANAGEMENT

CRD#: 283663 / SEC#:

California

Registered Investment Advisory firm - (6/30/2016 Approved)

Texas

Registered Investment Advisory firm - (5/23/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (7/26/2021 Approved)

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Contact information

Main Address

4343 Von Karman Ave Suite 250l, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 229-2262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 63,630,000

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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Advisor Monitoring

Firm Stability Insights

Gabriel L. Medina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Lewis Medina's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

FINANCIAL & ESTATE ADVISORS, INC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2007

Current Firm

BRIDGE CAPITAL CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIDGE CAPITAL CONSULTING, LLC

TRUST BUT VERIFY

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