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Eric Mario Castillo

Morgan Stanley

Palo Alto, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-24
TX RA APPROVED 2026-07-23
  • CA RA
    APPROVED
    Since 2026-07-24
  • TX RA
    APPROVED
    Since 2026-07-23

Branch Locations

1400 Page Mill Road, Palo Alto, CA 94304 • 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
J.P. Morgan Securities Llc Pleasanton CA 09/2016 07/2022
J.P. Morgan Chase Bank, N.A. Pleasanton CA 09/2016 07/2022
J.P. Morgan Securities Llc San Francisco CA 08/2022 07/2026
J.P. Morgan Chase Bank, N.A. San Francisco CA 08/2022 07/2026
Morgan Stanley Smith Barney Llc Palo Alto CA 07/2026 Present
  • 09/2016 → 07/2022
    J.P. Morgan Securities Llc
    Pleasanton, CA
  • 09/2016 → 07/2022
    J.P. Morgan Chase Bank, N.A.
    Pleasanton, CA
  • 08/2022 → 07/2026
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 08/2022 → 07/2026
    J.P. Morgan Chase Bank, N.A.
    San Francisco, CA
  • 07/2026 → Present
    Morgan Stanley Smith Barney Llc
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-31
S63 Uniform Securities Agent State Law Examination 2016-10-26
  • S66 Uniform Combined State Law Examination
    2022-12-31
  • S63 Uniform Securities Agent State Law Examination
    2016-10-26
Other Names
  • Eric Mario Castillo

View on SEC IAPD

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STRATEGIC ADVISERS LLC · PALO ALTO, CA
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DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
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