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Nicolas Castano

Tru Independence Asset Management 2, LLC

Santa Monica, CA

Portland, OR

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Current Employers
Tru Independence Asset Management 2, Llc

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-24
  • CA RA
    APPROVED
    Since 2026-04-24

Branch Locations

Santa Monica, CA • United States

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • 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
Morton Wealth Calabasas CA 10/2023 04/2026
Ucla Extension Los Angeles CA 01/2023 07/2023
Ucla Extension Los Angeles CA 06/2022 09/2023
Aprovidec Florencia 09/2015 05/2022
Merit Wealth Management Franklin CA 04/2026 Present
  • 10/2023 → 04/2026
    Morton Wealth
    Calabasas, CA
  • 01/2023 → 07/2023
    Ucla Extension
    Los Angeles, CA
  • 06/2022 → 09/2023
    Ucla Extension
    Los Angeles, CA
  • 09/2015 → 05/2022
    Aprovidec
    Florencia
  • 04/2026 → Present
    Merit Wealth Management
    Franklin, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-28
  • S65 Uniform Investment Adviser Law Examination
    2024-05-28

View on SEC IAPD

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