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Inactive

Alexandra Castillo

Falcon Wealth Planning, Inc.

Ontario, CA

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-10
TX RA APPROVED 2025-11-10
  • CA RA
    APPROVED
    Since 2025-11-10
  • TX RA
    APPROVED
    Since 2025-11-10

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • 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
Highschool Student Fontana CA 10/2015 05/2019
Falcon Wealth Planning, Inc. Ontario CA 05/2022 05/2023
College Student San Bernardino CA 05/2019 05/2023
Falcon Wealth Planning, Inc. Ontario CA 05/2023 Present
Falcon Wealth Planning, Inc. Ontario CA 11/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

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