Oscar Mondragon has been Chief Operations Officer of Centric Advisors since November 2015, is a control person of the firm and directly owns between 25% and 50% of it.
Centric Advisors, LLC is a Cypress, TX firm with $211M under management, 943 clients and 7 advisers across 2 offices, as of its April 2026 filing.
Oscar Mondragon is Founder of Centric and President of Centric Wealth. He met Zac Majors at a previous firm, and the two then set out to start their own firm. He works with entrepreneurs, executives and retirees and has 12 years of experience.
Oscar Mondragon’s longest registration is the current one, 10 years at Centric Advisors since 2016.
- Cetera Investment Advisers LLCAlso current– present · under a yearCypress, TX · Adviser representative · Firm CRD 105644
- Centric Advisors, LLCCurrent– present · 10 yearsCypress, TX · Adviser representative · Firm CRD 282477
Professional designations
Listed by Centric Advisors
- Certified Financial Planner™
Investment adviser representative registrations
Oscar Mondragon is registered as an investment adviser representative in 2 states. The first approvals date from May 2016; the most recent is Virginia, in October 2026.
- TexasSince 19 May 2016
- VirginiaSince 6 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 2016 |
| Series 7 | General Securities Representative Examination | 21 February 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 January 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Oscar Raul Mondragon
- CRD
- 6134876
- Firm
- Centric Advisors · CRD 282477
- Role
- Chief Operations Officer
- Office
- 12549 LOUETTA ROAD, Cypress, TX 77429
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centric.org
Where does Oscar Mondragon work?
Oscar Mondragon has been Chief Operations Officer of Centric Advisors, LLC since November 2015, and is a control person of the firm.
Is Oscar Mondragon a financial advisor?
Yes. Oscar Mondragon has a current investment-adviser registration in Texas and Virginia, through Centric Advisors since May 2016.
How many years of experience does Oscar Mondragon have?
Oscar Mondragon has 10 years in the financial industry, since May 2016, across 2 adviser firms.
What exams has Oscar Mondragon passed?
Oscar Mondragon has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in January 2013. FINRA credited Oscar Mondragon with the SIE, which began in October 2018.
Where is Oscar Mondragon based?
Oscar Mondragon’s registered office is in Cypress, TX.
Is Oscar Mondragon registered with FINRA?
No. Oscar Mondragon has no current broker registration.
Is Oscar Mondragon a CFP?
Centric Advisors lists Oscar Mondragon with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify Oscar Mondragon’s record?
Search CRD 6134876 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Oscar Mondragon’s full registration record.