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Daniel Castillo-Reyes

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Simi Valley, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-14
CA RA APPROVED 2023-04-27
  • TX RA
    APPROVED
    Since 2023-06-14
  • CA RA
    APPROVED
    Since 2023-04-27

Branch Locations

2830 Cochran St., Simi Valley, CA 93065 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Simi Valley CA 10/2019 Present
Wells Fargo Lancaster CA 10/2017 10/2019
Littlerock High School Littlerock CA 01/2007 10/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2023-04-25

View on SEC IAPD

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Other Offices

HBW ADVISORY SERVICES LLC · SIMI VALLEY, CA
TORTUGA ADVISERS LLC · SIMI VALLEY, CA
BRIDGE THE GAP RETIREMENT PLANNERS · SIMI VALLEY, CA
THE INDEPENDENT FINANCIAL GROUP · SIMI VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Simi Valley, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Simi Valley, CA
MISSION WEALTH MANAGEMENT, LP · Simi Valley, CA
THE INDEPENDENT FINANCIAL GROUP · Simi Valley, CA

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