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Corey Charles Casilio

Casilio Leitch Investments

Walnut Creek, CA

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Current Employers
Casilio Leitch Investments

1990 N.CAlifornia Blvd Suite 830, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

1990 N.CAlifornia Blvd Suite 830, Walnut Creek, CA 94596 • 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
Casilio Leitch Investments, Llc Walnut Creek CA 10/2014 Present
  • 10/2014 → Present
    Casilio Leitch Investments, Llc
    Walnut Creek, CA
Previous Registrations
  • 2011-09-02 → 2014-12-26
    Concert Wealth Management
    Walnut Creek, CA
    Walnut Creek, CA
  • 2008-02-20 → 2011-09-09
    Valentine Capital Asset Management, Inc.
    San Ramon, CA
  • 2002-10-30 → 2007-11-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Buffalo, NY
    Buffalo, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-28
  • S66 Uniform Combined State Law Examination
    2002-10-28
Other Names
  • Corey Casilio

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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