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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-11-05 |
| TX | RA | APPROVED_RES | 2018-05-04 |
| CA | RA | APPROVED | 2003-03-26 |
Branch Locations
2300 E Katella Ave Ste 400, Anaheim, CA 92806-6049 • United States
12501 Seal Beach Blvd Ste 120, Seal Beach, CA 90740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cypress | CA | 03/2003 | Present |
1. 12/7/2005: Castillo Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 30%. 2. 9/6/2011: Benchmark Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 1/19/2012: Castillo Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 11/13/2024 - Real Estate Rental - Investment Related - Green Valley Lake, CA - Start Date 01/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-21 |
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