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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-17 |
Branch Locations
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
6905 82Nd Street Ste 100, Lubbock, TX 79424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowell & Company Inc | Lubbock | TX | 01/2015 | 09/2019 |
| Crescent Securities Group, Inc. | Dallas | TX | 01/2019 | Present |
| Crescent Advisor Group, Inc. | Dallas | TX | 07/2019 | Present |
Mr. Castle is an investment advisor representative with Crescent Advisor Group, Inc. Investment related. 6905 82nd St. Ste. 100 Lubbock, TX 79424. 160 hours/month, 120 during trading hours. Provide investment advice. Mr. Castle is also a registered representative of Crescent Securities Group, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-24 |
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