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Eugene Allen Castle

Moneywise, Inc.

Lexington, KY

CRD 2733633

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Employer firm

Moneywise, Inc. CRD 145043

$40.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Moneywise, Inc.

836 Euclid Avenue #318, Lexington, KY 40502 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2011-01-11
  • KY RA
    APPROVED
    Since 2011-01-11

Branch Locations

836 Euclid Avenue #318, Lexington, KY 40502 • 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
Moneywise, Inc. Lexington KY 06/1996 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-03-26
  • S63 Uniform Securities Agent State Law Examination
    1996-03-26
Designations
  • Certified Financial Planner
Other Names
  • Eugene Castle

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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