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Christine Syrena Castillo

Usaa Investment Services Company

San Antonio, TX

Plano, TX

CRD 4788549

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Employer firm

Usaa Investment Services Company CRD 5475

2,635 advisory clients

Reported services (Item 5G)

  • Financial planning
  • REFERRALS

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

Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-10-21
  • TX RA
    APPROVED
    Since 2005-10-21

Branch Locations

9800 Fredericksburg Road, San Antonio, TX 78288 • United States

7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Investment Services Company San Antonio TX 09/2005 Present
Usaa Financial Advisors, Inc. San Antonio TX 08/2014 06/2020
Usaa Life Insurance Company San Antonio TX 12/2020 Present
  • 09/2005 → Present
    San Antonio, TX
  • 08/2014 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 12/2020 → Present
    Usaa Life Insurance Company
    San Antonio, TX
Previous Registrations
Other Businesses

Name of Business: ETSY Address of the other business: Personal Residence Nature of the other business: Online sale of handmade craft items. Position/Title, or relationship with the other business: Seller Briefly describe your duties relating to the other business: Online sale of handmade craft items Start date of your relationship: 07/03/2015 Amount of time you devote per week:: 10 Work During Trading Hours: No Is business investment-related: No Name of Business: Triple C Enterprises Business Address: Personal Residence Title/Position: Personal Coach, Author, Blogger, Speaker, Podcaster Brief Description of Duties Performed: Personal coaching for professional development. Speaking to groups & via podcasts, book sales, & affiliate marketing. Dates Employed: 2/19/2015-Present Amount of time you devote per week:: 10 Work During Trading Hours: No Is business Investment related: No

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-22
  • S66 Uniform Combined State Law Examination
    2004-06-22
Other Names
  • Christine Syrena Manning
  • Christine Syrena Shapiro
  • Christine S Siek
  • Christine Syrena Siek
  • Christine Syrena Doven

View on SEC IAPD

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