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.

Current firm

ONESEVEN

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 9, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S65|S63

First exam

May 9, 2014

First registration

Mar 10, 2017

Dual registered

yes, broker-dealer

Other names

JUAN MANUEL CASTANEDA|JUAN MANUEL CASTANEDA FERREYROS|Juan M. Castaneda|Juan Castaneda

IAPD individual key

6035843

• Occurred

  Mar 24, 2025
  Advisor changed firm

  Juan M. Castaneda left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Oneseven (registered 2025-07-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:711a1817-e63d-6dc6-ef44-87d6e81f4d50

First observed

Mar 10, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.