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Centricity Financial LLC CRD 145561
$9.10M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5000 Birch Street Suite 3000, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5000 Birch Street Suite 3000, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California Berkeley | Berkeley | CA | 01/2011 | Present |
| Centricity Financial, Llc | Newport Beach | CA | 10/2007 | Present |
Mr. Namvar is a Lecturer at the University of California, Berkeley, Haas School of Business, during one quarter per year. During that quarter, Mr. Namvar commits approximately 6 hours per week to teaching.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-02 |
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