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David Alonzo Castro

Jet Stream Wealth Management

Ridgewood, NY

CRD 7046438

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Employer firm

Jet Stream Wealth Management CRD 329042

$18.1K regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
Jet Stream Wealth Management

Ridgewood, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-01
  • NY RA
    APPROVED
    Since 2024-03-01

Branch Locations

Ridgewood, NY • 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
Jetblue Airways Long Island City NY 10/2019 Present
Delta Air Lines Flushing NY 04/2016 10/2019
Hyannis Air Service Dba Cape Air Hyannis MA 08/2024 Present
  • 10/2019 → Present
    Jetblue Airways
    Long Island City, NY
  • 04/2016 → 10/2019
    Delta Air Lines
    Flushing, NY
  • 08/2024 → Present
    Hyannis Air Service Dba Cape Air
    Hyannis, MA
Other Businesses

I currently work as a Pilot involved in the transportation of passengers. During this time, I transport passengers from origin to destination. My duties include the safe operation of the aircraft during all phases of flight and provide customer service to my passengers. I am part of the JetBlue Gateway Pilot Program. Neither business is investment related. The address of the Hyannis Air Service is 660 Barnstable Rd, Hyannis, MA 02601. My schedule changes week to week. However, I fly an average of 3 hours a day during the week when securities are trading, but mostly fly during the weekend when the market is closed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-10-20

View on SEC IAPD

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