Douglas Edward Castle

Current Employers

Employment History

• 12/2014 → 01/2017
  Northwestern Mutual Investment Services, Llc
  Tulsa, OK
• 08/2017 → 05/2020
  Trust Company Of Oklahoma
  Tulsa, OK
• 01/2017 → 08/2017
  Jp Morgan Securities Llc
  Tulsa, OK
• 05/2020 → 08/2023
  Raymond James Financial Services, Inc
  Bozeman, MT
• 10/2023 → Present
  Raymond James Financial Services, Inc
  Bozeman, MT
• 10/2023 → Present
  Raymond James Financial Services Advisors
  Bozeman, MT
• 08/2019 → 12/2020
  Oklahoma State University
  Still Water, OK
• 07/2020 → 08/2023
  Raymond James Financial Services Advisors, Inc.
  Bozeman, MT

Previous Registrations

• 2020-07-30 → 2024-02-01
  Raymond James Financial Services Advisors, Inc
  Bozeman, MT

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 04/24/2024 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Jack and Bethany Curran, Lender\nCastle Financial Strategies LLC, Borrower (2)Name of Business: Castle Financial Strategies, LLC. Address: 2952 Technology Blvd W Ste 201, Bozeman, MT, 59718-4145, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor= conducting meetings with clients regarding their financial planning and investment management needs. (3)Name of Business: Castle Tax Services LLC Address: 1174 Stoneridge Dr, Suite 302, Bozeman, MT, 59718-4145, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide tax preparation for individuals and small businesses. (4)Name of Business: Oak Crest Advisors Address: 2952 Technology Blvd W Ste 201, Bozeman, MT, 59718-4145, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor- conducting financial planning and investment management meetings with clients.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-28
• S63 Uniform Securities Agent State Law Examination
  2015-07-13

Designations

Other Names

• Douglas Edward Castle
• Doug Castle