Best Investors Account Sign in
Inactive

Jake Anthony Castillo

Halbert Hargrove

Long Beach, CA

San Diego, CA

Carlsbad, CA

Claim This Profile
Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-07
CA RA APPROVED 2023-07-12
  • TX RA
    APPROVED
    Since 2024-05-07
  • CA RA
    APPROVED
    Since 2023-07-12

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

San Diego, CA • United States

5055 Avenida Encinas Suite 100K, Carlsbad, CA 92008 • 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
Halbert Hargrove San Diego CA 02/2023 Present
Pacific Capital Corona CA 05/2021 02/2023
In N Out Eastvale CA 08/2017 02/2021
California State University San Marcos San Marcos CA 08/2016 05/2020
Asics Retail Ontario CA 05/2016 12/2016
Pet Ville Pet Hotel San Marcos CA 04/2017 08/2017
  • 02/2023 → Present
    Halbert Hargrove
    San Diego, CA
  • 05/2021 → 02/2023
    Pacific Capital
    Corona, CA
  • 08/2017 → 02/2021
    In N Out
    Eastvale, CA
  • 08/2016 → 05/2020
    California State University San Marcos
    San Marcos, CA
  • 05/2016 → 12/2016
    Asics Retail
    Ontario, CA
  • 04/2017 → 08/2017
    Pet Ville Pet Hotel
    San Marcos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-12
  • S65 Uniform Investment Adviser Law Examination
    2023-07-12

View on SEC IAPD

Other Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KENSINGTON INVESTMENT COUNSEL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE CHARTIST

Other Investors

Gregory Stephen Prough
DEREK THOMAS KOKUBUN
ART ANTHONY IGNACIO
CHRISTOPHER VANHORN
PAUL JOSEPH AYD
NORA SEMERJIAN
JEANNE ANNE SUTTIE
VALI JEAN DEVRIES

Other Offices

EDWARD JONES · LONG BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Long Beach, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LONG BEACH, CA
LPL FINANCIAL LLC · LONG BEACH, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Long Beach,, CA
KENSINGTON INVESTMENT COUNSEL · LONG BEACH, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LONG BEACH, CA
LPL FINANCIAL LLC · LONG BEACH, CA

More in Long Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor