DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Boris Michael Castillo
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since May 22, 2025
In the industry
26 y
since Mar 1, 2000 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Nwf Advisory Services Inc independent RIA currentsince May 22, 2025 · Long Beach, Ca
- The Ameriflex Group BD affiliatedAug 17, 2022 to Jul 2, 2025 · Long Beach, Ca
- Cuso Financial Services, L.P. formerJul 3, 2019 to Aug 19, 2022 · Huntington Beach, Ca
- LPL Financial LLC BD affiliatedDec 1, 2014 to Jul 11, 2019 · Monterey Park, Ca
- LPL Financial LLC BD affiliatedDec 6, 2013 to Jul 16, 2014 · El Segundo, Ca
- New England Securities Corporation formerJul 5, 2012 to Sep 7, 2012 · Coral Gables, Fl
- Bancwest Investment Services, Inc. (Bwis) formerApr 8, 2009 to Sep 2, 2009 · Los Angeles, Ca
- U.S. Bancorp Advisors, LLC BD affiliatedApr 28, 2005 to Mar 31, 2009 · Los Angeles, Ca
- Wells Fargo Investments, LLC unclassifiedMay 20, 2002 to Aug 13, 2004 · Van Nuys, Ca
Moves
a registration end followed by a registration begin elsewhere
- The Ameriflex Group to Nwf Advisory Services Incleft Jul 2, 2025, registered May 22, 2025 (-41 days) · corporate re-registration, not a move
- Cuso Financial Services, L.P. to The Ameriflex Groupleft Aug 19, 2022, registered Aug 17, 2022 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- LPL Financial LLC to Cuso Financial Services, L.P.left Jul 11, 2019, registered Jul 3, 2019 (-8 days) · RIA to affiliated broker-dealer or bank · moved with a team
- New England Securities Corporation to LPL Financial LLCleft Sep 7, 2012, registered Dec 6, 2013 (455 days) · Other
- Bancwest Investment Services, Inc. (Bwis) to New England Securities Corporationleft Sep 2, 2009, registered Jul 5, 2012 (1037 days) · Other
- U.S. Bancorp Advisors, LLC to Bancwest Investment Services, Inc. (Bwis)left Mar 31, 2009, registered Apr 8, 2009 (8 days) · Other
- Wells Fargo Investments, LLC to U.S. Bancorp Advisors, LLCleft Aug 13, 2004, registered Apr 28, 2005 (258 days) · Other
Signals
- Boris Michael Castillo left Cuso Financial Services, L.P. for The Ameriflex Group (registered 2022-08-17)Aug 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address