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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

BORIS MICHAEL CASTILLO

Advisor at NWF ADVISORY SERVICES INC

Long Beach, CA

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Search this name across graphsid dfx:ria:cc40f118-6e57-9357-a76f-befd354ac753

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 20, 2002 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: NWF ADVISORY SERVICES INC
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: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63|S65
First exam: Mar 1, 2000
First registration: May 20, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 3013130

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
NWF ADVISORY SERVICES INC	Independent wealth	May 22, 2025	n/a	yes	Long Beach, CA	Current employment
THE AMERIFLEX GROUP	Bd affiliated wealth	Aug 17, 2022	Jul 2, 2025	no	Long Beach, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jul 3, 2019	Aug 19, 2022	no	Huntington Beach, CA\|Huntington Beach, CA\|SAN DIEGO, CA\|Lakewood, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 1, 2014	Jul 11, 2019	no	MONTEREY PARK, CA\|SEAL BEACH, CA\|LAKEWOOD, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 6, 2013	Jul 16, 2014	no	EL SEGUNDO, CA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jul 5, 2012	Sep 7, 2012	no	CORAL GABLES, FL\|WEST PALM BEACH, FL	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Apr 8, 2009	Sep 2, 2009	no	LOS ANGELES, CA\|BEVERLY HILLS, CA\|LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Apr 28, 2005	Mar 31, 2009	no	LOS ANGELES, CA\|CITY OF COMMERCE, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|SAN FERNANDO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 20, 2002	Aug 13, 2004	no	VAN NUYS, CA	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
THE AMERIFLEX GROUP	NWF ADVISORY SERVICES INC	Jul 2, 2025	May 22, 2025	-41	Bulk transfer	Ibd to RIA
CUSO FINANCIAL SERVICES, L.P.	THE AMERIFLEX GROUP	Aug 19, 2022	Aug 17, 2022	-2	Firm change	Ibd to RIA
LPL FINANCIAL LLC	CUSO FINANCIAL SERVICES, L.P.	Jul 11, 2019	Jul 3, 2019	-8	Firm change	RIA to ibd
NEW ENGLAND SECURITIES CORPORATION	LPL FINANCIAL LLC	Sep 7, 2012	Dec 6, 2013	455	Firm change after gap	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	NEW ENGLAND SECURITIES CORPORATION	Sep 2, 2009	Jul 5, 2012	1,037	Firm change after gap	Other
U.S. BANCORP ADVISORS, LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Mar 31, 2009	Apr 8, 2009	8	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	U.S. BANCORP ADVISORS, LLC	Aug 13, 2004	Apr 28, 2005	258	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42132:305585:CA:2022-08-19	Aug 19, 2022	Aug 17, 2022	LAKEWOOD, CA	Firm change
6413:42132:CA:2019-07-11	Jul 11, 2019	Jul 3, 2019	LAKEWOOD, CA	Firm change

Relationships

Registered with (8)

→ NWF ADVISORY SERVICES INCRegistered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ THE AMERIFLEX GROUPRegistered adviserregistration: previous registration
Aug 17, 2022 to Jul 2, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jul 3, 2019 to Aug 19, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 1, 2014 to Jul 11, 2019factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 5, 2012 to Sep 7, 2012factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Apr 8, 2009 to Sep 2, 2009factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 28, 2005 to Mar 31, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 20, 2002 to Aug 13, 2004factForm ADV

Dated events

Occurred
Aug 19, 2022
Advisor changed firm
Boris Michael Castillo left Cuso Financial Services, L.P. for The Ameriflex Group (registered 2022-08-17)
Form ADVobserved 4 days ago