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Current Employers
Castellano Wealth Planning

Plano, TX • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-10-27
TX RA APPROVED 2025-10-15
  • LA RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

Plano, TX • United States

Castellano & Associates

9343 Ellerbe Road Bldg A, Shreveport, LA 71106 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-02-14
TX RA APPROVED 2022-02-14
  • LA RA
    APPROVED
    Since 2022-02-14
  • TX RA
    APPROVED
    Since 2022-02-14

Branch Locations

9343 Ellerbe Road Bldg A, Shreveport, LA 71106 • United States

Plano, TX • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc Plano TX 10/2015 12/2021
The Prudential Insurance Company Of America Plano TX 01/2016 12/2021
Purshe Kaplan Sterling Investments Albany NY 01/2022 10/2022
Arnold Castellano & Associates Plano TX 02/2022 Present
Sole Proprietor Dba Connor Castellano Plano TX 01/2022 Present
Arnold Castellano & Associates Plano TX 08/2024 02/2026
Castellano Wealth Planning Plano TX 08/2025 Present
  • 10/2015 → 12/2021
    Plano, TX
  • 01/2016 → 12/2021
    The Prudential Insurance Company Of America
    Plano, TX
  • 01/2022 → 10/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2022 → Present
    Arnold Castellano & Associates
    Plano, TX
  • 01/2022 → Present
    Sole Proprietor Dba Connor Castellano
    Plano, TX
  • 08/2024 → 02/2026
    Arnold Castellano & Associates
    Plano, TX
  • 08/2025 → Present
    Plano, TX
Previous Registrations
Other Businesses

Sole Proprietor dba Connor Castellano; Yes; Plano, TX; Insurance; Insurance Agent; 01/2022; 5% of time per month Arnold Castellano & Associates; yes; Plano, TX; Investment advise; Investment Adviser Representative; 02/2022; 90% of time per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-30
S63 Uniform Securities Agent State Law Examination 2015-12-14
  • S65 Uniform Investment Adviser Law Examination
    2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2015-12-14
Designations
Other Names
  • Connor Castellano

View on SEC IAPD

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