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12020 Shamrock Plaza Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-06 |
| NE | RA | APPROVED | 2021-10-07 |
Branch Locations
12020 Shamrock Plaza Suite 200, Omaha, NE 68154 • United States
12020 Shamrock Plaza, Suite 200, Omaha, Ne 68154, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Omaha | NE | 07/2012 | 10/2016 |
| Pacific Select Distributors | Newport Beach | CA | 11/2012 | 10/2016 |
| Oppenheimerfunds | New York | NY | 10/2016 | 05/2017 |
| Pacific Life Insurance Company | Newport Beach | CA | 05/2017 | 09/2017 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 05/2017 | 09/2017 |
| Hal Smith | Omaha | NE | 09/2017 | 08/2020 |
| Byrne Wealth Managment, Llc | Omaha | NE | 01/2019 | 08/2020 |
| Virtue Wealth Counsel, Llc | Omaha | NE | 08/2020 | 10/2021 |
| American Senior Benefits | Omaha | NE | 07/2020 | 01/2025 |
| Castinado Wealth Strategies, Llc Dba Cws Wealth Partners | Omaha | NE | 07/2021 | Present |
| Castinado Enterprises, Inc. | Omaha | NE | 12/2019 | Present |
| Castinado Enterprises, Inc. | Omaha | NE | 01/2025 | Present |
Castinado Enterprises, Inc. Position: Insurance Agent, Independent Contractor (sole proprietor) since 01/2025. 32 hours per month spent during securities trading hours; Address: 12020 Shamrock Plaza, Suite 200, Omaha, NE 68154; investment related. Sales of life, health and fixed annuities. Brett Castinado, Sole Proprietor: Rental Property since 08/2025. 2 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-31 |
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