Joel Castor

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-24

Branch Locations

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

Organization	City	State	From	To
Fidelity Personal & Workplace Advisors	Westlake	TX	01/2016	02/2017
Fidelity Investments	Westlake	TX	02/2020	11/2023
Fisher Investments	Plano	TX	01/2026	04/2026
Fidelity Personal & Workplace Advisors	Westlake	TX	02/2017	07/2017
Fidelity Personal & Workplace Advisors	Westlake	TX	07/2017	02/2020
Fidelity Personal & Workplace Advisors	Westlake	TX	11/2023	04/2024
Fidelity Investments	Westlake	TX	04/2024	10/2025
Charles Schwab & Co., Inc.	Westlake	TX	04/2026	Present
Schwab Wealth Advisory, Inc.	Westlake	TX	04/2026	Present

2026-01-13 → 2026-04-23

Fisher Investments

Plano, TX
2025-03-31 → 2025-11-06

Strategic Advisers Llc

Westlake, TX

Westlake, TX

Justin, TX

Justin, TX

Boston, MA
2024-01-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Justin, TX
2018-07-13 → 2023-02-23

Fidelity Personal And Workplace Advisors

Boston, MA
2016-04-26 → 2018-07-13

Strategic Advisers Llc

Westlake, TX
2013-09-26 → 2014-04-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Albuquerque, NM

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-25