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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
5219 Mcpherson Road Suite 401, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Laredo | TX | 02/2009 | 01/2025 |
| Osaic Wealth, Inc. | Laredo | TX | 01/2025 | Present |
1)SUSANO CASTILLO/SUSANO CASTILLO INSURANCE 5219 MCPHERSON RD SUITE 401 LAREDO, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFER HEALTH AND TRADITIONAL LIFE INSURANCE START DATE: 3/1986 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-29 |
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