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RIA / WealthAdvisor17 years in industry

GLENDA HOLT LENOX

Advisor at CASTELLANO WEALTH PLANNING

PLANO, TX

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Search this name across graphsid dfx:ria:1d36f1d3-de08-c036-970e-00fc08cdafc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 11, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CASTELLANO WEALTH PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Oct 1, 2010
First registration: Mar 11, 2009
Dual registered: no
IAPD individual key: 5635114

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CASTELLANO WEALTH PLANNING	State registered	Oct 15, 2025	n/a	yes	PLANO, TX	Current employment
CASTELLANO & ASSOCIATES	Independent wealth	Mar 7, 2023	Feb 24, 2026	no	SHREVEPORT, LA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Feb 18, 2015	Feb 23, 2023	no	Plano, TX\|Shreveport, LA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 2, 2015	Feb 3, 2015	no	SHREVEPORT, LA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Mar 11, 2009	Jan 2, 2015	no	SHREVEPORT, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CASTELLANO & ASSOCIATES	CASTELLANO WEALTH PLANNING	Feb 24, 2026	Oct 15, 2025	-132	Firm change after gap	RIA to state RIA
PRUCO SECURITIES, LLC	CASTELLANO & ASSOCIATES	Feb 23, 2023	Mar 7, 2023	12	Firm change	Ibd to RIA
MSI FINANCIAL SERVICES, INC.	PRUCO SECURITIES, LLC	Feb 3, 2015	Feb 18, 2015	15	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	MSI FINANCIAL SERVICES, INC.	Jan 2, 2015	Jan 2, 2015	0	Bulk transfer	Other

Relationships

Registered with (5)

→ CASTELLANO WEALTH PLANNINGRegistered adviserregistration: current employment
Oct 15, 2025 to presentfactForm ADV
→ CASTELLANO & ASSOCIATESRegistered adviserregistration: previous registration
Mar 7, 2023 to Feb 24, 2026factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 18, 2015 to Feb 23, 2023factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 2, 2015 to Feb 3, 2015factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 11, 2009 to Jan 2, 2015factForm ADV

Dated events

Occurred
Feb 24, 2026
Advisor changed firm
Glenda Holt Lenox left Castellano & Associates for Castellano Wealth Planning (registered 2025-10-15)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2023
Advisor changed firm
Glenda Holt Lenox left Pruco Securities, Llc for Castellano & Associates (registered 2023-03-07)
Form ADVobserved 5 days ago