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Aaron Phillip Havens

Castleview Partners, LLC

Dallas, TX

Highland, UT

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Current Employers
Castleview Partners, Llc

4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-13
  • UT RA
    APPROVED
    Since 2026-05-13

Branch Locations

4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States

Highland, UT • 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
Td Ameritrade Draper UT 05/2016 06/2017
Vivint Solar Lehi UT 06/2017 12/2017
Statcast Llc Highland UT 04/2013 Present
Wealth Foundations Partners, Llc Salt Lake City UT 05/2025 05/2026
Castleview Parners, Llc Dallas TX 05/2026 Present
  • 05/2016 → 06/2017
    Td Ameritrade
    Draper, UT
  • 06/2017 → 12/2017
    Vivint Solar
    Lehi, UT
  • 04/2013 → Present
    Statcast Llc
    Highland, UT
  • 05/2025 → 05/2026
    Salt Lake City, UT
  • 05/2026 → Present
    Castleview Parners, Llc
    Dallas, TX
Previous Registrations
Other Businesses

Aaron Havens works as a handyman at Statcast LLC DBA Highland Handyman; Not Investment Related; 10657 North Jerling Dr Highland UT 84003; Responsibilities: Misc. House Projects; Start date: 2023-03-01; 5 Hours per month devoted to business during trading hours; 5 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. Aaron Havens works as an Life & Health Insurance Agent at Health and Life Insurance; Investment related: Yes; Location: 10657 North Jerling Dr Highland UT 84003; Description: Provide life and health insurance to those that need it.; Start date: 2026-01-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10. Aaron Phillip Havens works as a Personal Finance Educator, providing general personal financial education to students. Hours per month devoted to business: 20; Percentage of total yearly compensation expected to be derived from the business: 1. Aaron Havens works as an Operator at Mama Bear Holdings; Investment related: Yes; Location: 10657 North Jerling Dr Highland UT 84003; Description: Own and manage real estate holdings; Responsibilities Duties: Manage properties.; Start date: 2019-06-19; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 40.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-04-30
Other Names
  • Aaron P Havens

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