• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JUAN ANTONIO MEDINA-LUNA
JUAN A MEDINA-LUNA, JUAN MEDINALUNA, Juan Medina Luna, Juan Antonio Medina-luna
CRD#: 6918787
IA
Investment Adviser
B
Broker
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERCRD#: 20804 4505 ALLSTATE DR.
STE. 208
RIVERSIDE, CA 92501
Registration History
20172018201920202021202220232024202520262 FIRMS2021 - 2022 (<1 year)2 FIRMS2024 - Present (<1 year)BCENTAURUS FINANCIAL, INC. (CRD# 30833)2022 - 2024 (2 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2018 - 2020 (2 years)IACENTAURUS FINANCIAL, INC. (CRD# 30833)2024 - 2024 (<1 year)
Disclosure(s)
View By:
2/13/2017
Financial
Final
License(s)

State Registrations

B
Arizona 10/11/2024

IA
California 8/19/2024

B
California 8/19/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
4505 ALLSTATE DR. STE. 208, RIVERSIDE, CA 92501
Registered with this firm since 8/19/2024

B
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
4505 ALLSTATE DR. STE. 208, RIVERSIDE, CA 92501
Registered with this firm since 8/19/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/25/2024 - 08/05/2024 CENTAURUS FINANCIAL, INC. (CRD#:30833) DOWNEY, CA
B
02/23/2022 - 08/05/2024 CENTAURUS FINANCIAL, INC. (CRD#:30833) DOWNEY, CA
IA
09/09/2021 - 02/15/2022 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) RIVERSIDE, CA
B
08/16/2021 - 02/15/2022 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) RIVERSIDE, CA
B
05/31/2018 - 09/22/2020 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) RIVERSIDE, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.