DFX Intelligence
Data Factory
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Reading the graph
Advisor at CASTLE CAPITAL MANAGEMENT
IRVINE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CASTLE CAPITAL MANAGEMENT | State registered | Aug 26, 2026 | n/a | yes | IRVINE, CA | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Aug 26, 2025 | Mar 5, 2026 | no | FOLSOM, CA|Irvine, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | CASTLE CAPITAL MANAGEMENT | Mar 5, 2026 | Aug 26, 2026 | 174 | Firm change | Ibd to state RIA |