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2700 Post Oak Blvd. Suite 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
New Caney, TX • United States
12549 Louetta Road, Cypress, TX 77429 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Breen Investors Lp | Houston | TX | 04/2006 | 10/2025 |
| Centric Advisors, Llc (Formerly Majors & Mondragon, Llc) | Houston | TX | 03/2018 | Present |
| Pagosa Management Llc Dba Sherpa Investment Services | New Caney | TX | 03/2013 | 06/2021 |
| Old Beach Investment Advisors, Llc | Houston | TX | 10/2025 | Present |
Centric Advisors, LLC; investment-related; Cypress, TX; investment advisory firm; Chief Investment Officer; March 2018; approx. 80 hours/month. He does research on individual stocks and makes recommendations to the firm and its clients. Old Beach Investment Advisors, LLC; investment-related; Houston, TX; investment advisory firm; Portfolio Manager; October 2025; approx. 80 hours/month. He does research on individual stocks and makes recommendations to the firm.
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