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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

JOSEPH A MEDINA

Advisor at INFINITY FINANCIAL SERVICES ADVISORY

Cranford, NJ | OAKLAND, CA | New York, NY

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Search this name across graphsid dfx:ria:e2cb4441-1295-c0ed-60a4-1ea88c870e9e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INFINITY FINANCIAL SERVICES ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S66|S63
First exam: Oct 24, 1996
First registration: Jul 25, 2002
Dual registered: yes, broker-dealer
Other names: JOSEPH MEDINA
IAPD individual key: 2793924

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INFINITY FINANCIAL SERVICES ADVISORY	Independent wealth	Apr 11, 2023	n/a	yes	Cranford, NJ\|New York, NY\|OAKLAND, CA	Current employment
NFSG CORPORATION	Bd affiliated wealth	Apr 24, 2020	Dec 7, 2021	no	BOCA RATON, FL\|NEW YORK, NY	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Apr 16, 2012	Feb 7, 2020	no	NEW YORK, NY\|NEW YORK, NY\|WEBSTER, NY\|NEW YORK, NY	Previous registration
GILFORD FINANCIAL CORP.	Former SEC adviser	Jan 26, 2011	Apr 20, 2012	no	NEW YORK, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 14, 2006	Jan 10, 2011	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 25, 2002	Oct 23, 2003	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NFSG CORPORATION	INFINITY FINANCIAL SERVICES ADVISORY	Dec 7, 2021	Apr 11, 2023	490	Firm change after gap	Ibd to RIA
CETERA ADVISORS LLC	NFSG CORPORATION	Feb 7, 2020	Apr 24, 2020	77	Firm change	Ibd to ibd
GILFORD FINANCIAL CORP.	CETERA ADVISORS LLC	Apr 20, 2012	Apr 16, 2012	-4	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	GILFORD FINANCIAL CORP.	Jan 10, 2011	Jan 26, 2011	16	Firm change	Other
EQUITABLE ADVISORS, LLC	CHASE INVESTMENT SERVICES CORP.	Oct 23, 2003	Jun 14, 2006	965	Firm change after gap	Other

Relationships

Registered with (6)

→ INFINITY FINANCIAL SERVICES ADVISORYRegistered adviserregistration: current employment
Apr 11, 2023 to presentfactForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Apr 24, 2020 to Dec 7, 2021factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Apr 16, 2012 to Feb 7, 2020factForm ADV
→ GILFORD FINANCIAL CORP.Registered adviserregistration: previous registration
Jan 26, 2011 to Apr 20, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 14, 2006 to Jan 10, 2011factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 25, 2002 to Oct 23, 2003factForm ADV

Dated events

No dated event names this entity yet.