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RIA / WealthAdvisor38 years in industry

WARD WESLEY MOLEN

Advisor at CENTRIC ADVISORS, LLC

CYPRESS, TX

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Search this name across graphsid dfx:ria:dfdad0a0-9994-d533-e72b-0e684e7507f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2005 to Sep 14, 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: CENTRIC ADVISORS, LLC
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: Jul 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 4, 2004
First registration: Jun 28, 2005
Dual registered: no
IAPD individual key: 1323445

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
CENTRIC ADVISORS, LLC	Independent wealth	Aug 7, 2019	n/a	yes	CYPRESS, TX	Current employment
1ST GLOBAL ADVISORS INC	Former SEC adviser	Mar 22, 2017	Aug 8, 2019	no	Houston, TX	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Oct 3, 2016	Mar 17, 2017	no	HOUSTON, TX	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jun 10, 2008	Oct 3, 2016	no	LYNNFIELD, MA\|HOUSTON, TX\|TUSTIN, CA\|HOUSTON, TX\|GILFORD, NH\|LYNNFIELD, MA	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Jun 28, 2005	Jun 5, 2008	no	HOUSTON, TX	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
1ST GLOBAL ADVISORS INC	CENTRIC ADVISORS, LLC	Aug 8, 2019	Aug 7, 2019	-1	Firm change	Ibd to RIA
CETERA ADVISORS LLC	1ST GLOBAL ADVISORS INC	Mar 17, 2017	Mar 22, 2017	5	Firm change	Other
INVESTORS CAPITAL ADVISORY	CETERA ADVISORS LLC	Oct 3, 2016	Oct 3, 2016	0	Channel change	Other
1ST GLOBAL ADVISORS INC	INVESTORS CAPITAL ADVISORY	Jun 5, 2008	Jun 10, 2008	5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10299:111133:TX:2017-03-17	Mar 17, 2017	Mar 22, 2017	HOUSTON, TX	Firm change
30613:10299:MA:2016-10-03	Oct 3, 2016	Oct 3, 2016	LYNNFIELD, MA	Firm change

Relationships

Registered with (4)

→ CENTRIC ADVISORS, LLCRegistered adviserregistration: current employment
Aug 7, 2019 to presentfactForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Mar 22, 2017 to Aug 8, 2019factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Oct 3, 2016 to Mar 17, 2017factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jun 10, 2008 to Oct 3, 2016factForm ADV

Dated events

No dated event names this entity yet.