# Eric Jose Medina

Eric Jose Medina is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2020-01-09 | present | Yes |
| [CREATIVE FINANCIAL DESIGNS, INC.](https://search.stillhousedata.com/firm/109032) | 2016-10-11 | 2019-12-19 | — |
| [TRADINGBLOCK](https://search.stillhousedata.com/firm/128605) | 2013-12-02 | 2016-10-03 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2012-08-29 | 2013-12-16 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2010-08-17 | 2011-04-06 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2004-10-22 | 2009-04-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1421224)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1421224.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.