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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••••••• C•••••• G•••••

W••••• E••••••••• A••••••• S•••••••• L••BD affiliatedPlymouth, Mn IA-onlyIAPD 4180941

Feed of 09/14/2026

Also filed as Michelle Lynn Castano

At current firm

1 y

since Jan 2, 2025

In the industry

22 y

since Nov 26, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated current
since Jan 2, 2025 · Lake Oswego, Or
N•••••••• I••••••••• C••••••••• former
Nov 22, 2023 to Jan 13, 2025 · Lake Oswego, Or
N•••••••• I••••••••• C••••••••• former
Nov 19, 2013 to Nov 20, 2023 · Lake Oswego, Or
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 7, 2011 to Nov 5, 2013 · Portland, Or
N•••••••• I••••••••• C••••••••• former
Nov 27, 2003 to Dec 1, 2004 · Lake Oswego, Or

Moves

a registration end followed by a registration begin elsewhere

N•••••••• I••••••••• C••••••••• to W••••• E••••••••• A••••••• S•••••••• L••
left Jan 13, 2025, registered Jan 2, 2025 (-11 days) · RIA to affiliated broker-dealer or bank · moved with a team
N•••••••• I••••••••• C••••••••• to N•••••••• I••••••••• C•••••••••
left Nov 20, 2023, registered Nov 22, 2023 (2 days) · channel change inside one enterprise, not a move · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N•••••••• I••••••••• C•••••••••
left Nov 5, 2013, registered Nov 19, 2013 (14 days) · Other
N•••••••• I••••••••• C••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Dec 1, 2004, registered Dec 7, 2011 (2562 days) · Other

Signals

M••••••• C•••••• G••••• left N•••••••• I••••••••• C••••••••• for W••••• E••••••••• A••••••• S•••••••• L•• (registered 2025-01-02)
Jan 13, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address