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Reading the graph
Advisor at CENTRIPLAN, LLC
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 |
|---|---|---|---|---|---|---|
| CENTRIPLAN, LLC | State registered | Oct 9, 2025 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| CENTRIPLAN, LLC | State registered | Nov 26, 2012 | Dec 31, 2015 | no | NEWPORT BEACH, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Dec 17, 2012 | no | NEWPORT BEACH, CA|NEWPORT BEACH, CA | Previous registration |
| MUTUAL SERVICE CORPORATION | n/a | Apr 8, 2002 | Sep 8, 2009 | no | NEWPORT BEACH, CA|IRVINE, CA|NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CENTRIPLAN, LLC | Dec 17, 2012 | Nov 26, 2012 | -21 | Firm change | Other |
| MUTUAL SERVICE CORPORATION | LPL FINANCIAL LLC | Sep 8, 2009 | Sep 8, 2009 | 0 | Bulk transfer | Other |