Boris Michael Castillo

Employer firm

Nwf Advisory Services Inc CRD 110410

$6.43B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 07/2019
  Lpl Financial Llc
  Lakewood, CA
• 06/2015 → 07/2019
  Kinecta Financial & Insurance Services
  Lakewood, CA
• 07/2019 → 08/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2022 → 09/2023
  Sagepoint Financial
  Lakewood, CA
• 08/2022 → Present
  The Ameriflex Group, Inc.
  Long Beach, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Long Beach, CA

Previous Registrations

• 2022-08-17 → 2025-07-02
  The Ameriflex Group
  Long Beach, CA
• 2019-07-03 → 2022-08-19
  Cuso Financial Services, L.P.
  Huntington Beach, CA
  San Diego, CA
  Lakewood, CA
  Huntington Beach, CA
• 2014-12-01 → 2019-07-11
  Lpl Financial Llc
  Monterey Park, CA
  Seal Beach, CA
  Lakewood, CA
• 2013-12-06 → 2014-07-16
  Lpl Financial Llc
  El Segundo, CA
• 2012-07-05 → 2012-09-07
  New England Securities
  Coral Gables, FL
  West Palm Beach, FL
• 2009-04-08 → 2009-09-02
  Bancwest Investment Services, Inc.
  Los Angeles, CA
  Beverly Hills, CA
  Los Angeles, CA
  Los Angeles, CA
• 2005-04-28 → 2009-03-31
  U.S. Bancorp Advisors, Llc
  Los Angeles, CA
  City Of Commerce, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  San Fernando, CA
• 2002-05-20 → 2004-08-13
  Wells Fargo Investments, Llc
  Van Nuys, CA

Other Businesses

1) BORIS CASTILLO POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/15/2022 ADDRESS: 4401 Atlantic Ave, Ste 200, Long Beach CA 90807 DESCRIPTION: Presenting life insurance and annuity options, as well as long-term care solutions. Evaluating existing policies in the context of financial planning and suitability. All activities fall under California insurance license 0C97046 2) NWF ADVISORY SERVICES, INC. POSITION: N/A NATURE: OSJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/30/2025 ADDRESS: 11835 W Olympic Blvd, Ste 1155e, Los Angeles, CA 90064 DESCRIPTION: This is the replacement OSJ from the Ameriflex Group, with whom I will no longer be affiliated. 3) AMENITY WEALTH POSITION: Owner/Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2022 ADDRESS: 4401 Atlantic Ave, Ste 200, Long Beach, CA 90807 DESCRIPTION: Marketing DBA for advisory and insurance services, flow-through entity for business expenses, and payroll.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-10
• S65 Uniform Investment Adviser Law Examination
  2012-07-03
• S66 Uniform Combined State Law Examination
  2000-03-01

Designations

• Certified Financial Planner