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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-05 |
| CA | RA | APPROVED | 2025-06-05 |
| ID | RA | APPROVED | 2025-06-05 |
| ND | RA | APPROVED | 2025-06-05 |
| WA | RA | APPROVED | 2025-06-05 |
Branch Locations
2555 Townsgate Rd Ste 300, Westlake Village, CA 91361 • United States
Porter Ranch, CA • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Montrose | CA | 10/2012 | 09/2021 |
| Western International Securities, Inc. | Pasadena | CA | 09/2021 | 06/2025 |
| Lpl Financial Llc | Westlake Village | CA | 06/2025 | Present |
1- 06/2025 - Orlando Castillo - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/17/2008 - 1 hour per month/ during trading 2- 12/03/2025 - Real Estate Rental - Investment Related - Yucca Valley, CA - Start Date 12/05/2025 - 0 hours per month/ during trading 3- 01/21/2026 - Roma Advisory - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 04/08/2022 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-21 |
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