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Advisor at CENTRIC ADVISORS, LLC
CYPRESS, TX | Tyler, TX
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 |
|---|---|---|---|---|---|---|
| CENTRIC ADVISORS, LLC | Independent wealth | Mar 11, 2022 | n/a | yes | Tyler, TX|CYPRESS, TX | Current employment |
| CG ADVISORY SERVICES | Independent wealth | May 3, 2018 | Apr 4, 2022 | no | Diana, TX|WILLIAMSTON, MI|Tyler, TX|Flint, TX | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Mar 18, 2013 | Apr 23, 2018 | no | MINNEAPOLIS, MN|DIANA, TX | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Dec 1, 2005 | Mar 18, 2013 | no | TYLER, TX|SPRINGFIELD, MA|SPRINGFIELD, MA|DALLAS, TX | Previous registration |
| METLIFE INVESTMENT FUND SERVICES LLC | n/a | Jun 12, 1997 | Jan 6, 2006 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CG ADVISORY SERVICES | CENTRIC ADVISORS, LLC | Apr 4, 2022 | Mar 11, 2022 | -24 | Firm change | RIA to RIA |
| QUESTAR ASSET MANAGEMENT, INC. | CG ADVISORY SERVICES | Apr 23, 2018 | May 3, 2018 | 10 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Mar 18, 2013 | Mar 18, 2013 | 0 | Firm change | Other |
| METLIFE INVESTMENT FUND SERVICES LLC | MSI FINANCIAL SERVICES, INC. | Jan 6, 2006 | Dec 1, 2005 | -36 | Bulk transfer | Other |