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Inactive

Nathan Edward Cultice

Castle Wealth Planning

Santa Barbara, CA

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Current Employers
Castle Wealth Planning

1105 Chapala St. Ste. 4, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
TX RA APPROVED 2021-08-29
  • CA RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2021-08-29

Branch Locations

1105 Chapala St. Ste. 4, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Castle Wealth Planning Llc Santa Barbara CA 08/2006 Present
  • 08/2006 → Present
    Castle Wealth Planning Llc
    Santa Barbara, CA
Previous Registrations
  • 2000-09-18 → 2006-12-11
    West Coast Financial, Llc
    Santa Barbara, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-30
  • S63 Uniform Securities Agent State Law Examination
    1997-12-30
Designations

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

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CLAYTON ROBERT GIBSON
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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