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Inactive

Ian Ashley Castille

Capital Advantage, Inc.

Walnut Creek, CA

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Current Employers
Capital Advantage, Inc.

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-07-25
  • CA RA
    APPROVED
    Since 2012-07-25

Branch Locations

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • 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
Capital Advantage, Inc. Walnut Creek CA 06/2012 Present
Previous Registrations
  • 2010-10-26 → 2012-06-13
    Lpl Financial Llc
    Napa, CA
  • 2008-07-17 → 2008-12-11
    Td Ameritrade, Inc.
    Walnut Creek, CA
  • 2008-07-17 → 2008-12-11
    Td Ameritrade Investment Management, Llc
    Walnut Creek, CA
  • 2006-11-03 → 2008-07-14
    Banc Of America Investment Services, Inc.
    Walnut Creek, CA
    Walnut Creek, CA
  • 2006-03-20 → 2006-10-11
    Wells Fargo Investments, Llc
    Walnut Creek, CA
    Walnut Creek, CA
Other Businesses

11/08/2010 - NOTARY, CALIFORNIA NOTARY PUBLIC, 1%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-17
  • S66 Uniform Combined State Law Examination
    2006-03-17
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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