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Reading the graph
Reading the graph
Advisor at MEDCENTRIC FINANCIAL NETWORK
Newport Beach, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MEDCENTRIC FINANCIAL NETWORK | State registered | Jan 1, 2026 | n/a | yes | Newport Beach, CA | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jan 14, 2020 | Jan 16, 2026 | no | NEWPORT BEACH, CA | Previous registration |
| PHYSICIANS' FINANCIAL ADVISORS | n/a | Sep 11, 1996 | Jul 3, 2020 | no | NEWPORT BEACH, CA|NEWPORT BEACH, CA|NEWPORT BEACH, CA|NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | MEDCENTRIC FINANCIAL NETWORK | Jan 16, 2026 | Jan 1, 2026 | -15 | Firm change | RIA to state RIA |
| PHYSICIANS' FINANCIAL ADVISORS | MERCER GLOBAL ADVISORS INC. | Jul 3, 2020 | Jan 14, 2020 | -171 | Firm change after gap | Other |