Investment adviser representative · Centric Advisors, LLC
Ward W. Molen
CRD 1323445 · Cypress, TX
At a glance
Ward W. Molen is an investment adviser representative with Centric Advisors, LLC in Cypress, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ward’s SEC record dates to 2005, about 21 years ago.
Current advisory firm
- Centric Advisors, LLCSince August 2019Cypress, TX · $211M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Centric Advisors, LLC
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- Oscar R. MondragonCypress · Certified Financial Planner
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