Michael Glenn Castillo

Current Employers

Employment History

• 01/2003 → Present
  Equity Services Inc
  Montpelier, VT
• 06/2001 → Present
  National Life Group
  Vergennes, VT

Other Businesses

*NATIONAL LIFE INSURANCE, COLCHESTER, VT. INV REL. INSURANCE SALES. PRESIDENT. 6/1/01 - PRES. 130 HR/MO DUR TRAD. AGENT/BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, DISABILITY, HEALTH. *THE VERMONT AGENCY, INV REL, INS SALES & MKTG, AGENT LICENSED TO SELL LIFE INS, ON GOING, FULL TIME (160 HRS/MO), DURING TRADE HRS. *BOY SCOUTS OF AMERICA. NOT INV REL. CUB SCOUT LEADER. WEBELO 1 LEADER. SEPTEMBER 2015. 10 HRS/MO. NOT DURING TRADE HRS. *CUB SCOUTS, 116 MORGAN RD, N FERRISBURGH, VT 05473. NOT INV REL. DEC 2016. TREASURER DUTIES. TREASURER. KEEP BOOKS, PAY BILLS, MAKE DEPOSITS. NO COMP. NOT DURING TRADE HRS. *MIKE CASTILLO, LLC DBA LANDMARK FINANCIAL SERVICES. INV REL. 11 MAIN ST SUITE B206 VERGENNES VT. NOV 2018. FINANCIAL SERVICES, AGENT, MEETING WITH CLIENTS/SELLING LIFE INS. DURING TRADE HRS. *MIKE CASTILLO, LLC. 11 MAIN ST SUITE B206 VERGENNES VT. NOV 2018. FINANCIAL SERVICES, AGENT. MEETING WITH CLIENTS, SELLING LIFE INS. DURING TRADE HRS. *MIKE CASTILLO. 11 MAIN ST SUITE B206 VERGENNES VT. NOT INV REL. SEPT 2023. FACILITATING APPLICATION FOR ERTC FOR BUSINESS CLIENTS. NO TITLE. FACILITATE BETWEEN BUSINESS OWNERS AND DEFRAIN AND BRILLION TO PROCESS ERTC CLAIMS. DURING TRADE HRS. *JOHN GRAHAM SHELTER. 11 MAIN ST SUITE B206 VERGENNES VT. NOT INV REL. MARCH 2023. VOLUNTEER ON BOARD OF HOMELESS SHELTER. BOARD MEMBER. HELP MAKE DECISIONS. DURING SOME TRADE HRS. *JMC RENTALS LLC. 777 HALLOCK RD VERGENNES VT. MAY 2023. SHORT TERM RENTAL OF GUEST HOUSE ON AIRBNB. OWNER. BOOK AIRBNB GUESTS, MAINTAIN PROPERTY. NOT DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-03-22
• S65 Uniform Investment Adviser Law Examination
  2006-02-14

Designations

Other Names

• Mike Glenn Castillo