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

Leslie Minter Castillo

Wells Fargo AdvisorswirehouseLa Jolla, Ca dual registrantIAPD 5159610

Certified Financial Planner

Feed of 09/15/2026

Also filed as Leslie A. Minter

At current firm

0 y

since Jul 24, 2026

In the industry

20 y

since Sep 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jul 24, 2026 · La Jolla, Ca
Private Advisor Group, LLC BD affiliated
Jun 26, 2026 to Jul 27, 2026 · Morristown, Nj
Mariner Advisor Network BD affiliated
Dec 1, 2020 to Jun 26, 2026 · Carlsbad, Ca
LPL Financial LLC BD affiliated
Jul 7, 2017 to Aug 17, 2026 · San Diego, Ca
Stratos Wealth Partners, Ltd BD affiliated
Feb 10, 2017 to Nov 30, 2020 · San Diego, Ca
D.A. Davidson & Co. independent RIA
Nov 25, 2013 to Feb 14, 2017 · Carlsbad, Ca
Crowell Weedon & Co. former
Nov 4, 2013 to Nov 25, 2013 · Carlsbad, Ca
Crowell, Weedon & Co. former
Jan 26, 2007 to Nov 4, 2013 · Carlsbad, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Mariner Advisor Network
left Aug 17, 2026, registered Dec 1, 2020 (-2085 days) · Affiliated broker-dealer or bank to independent RIA
Private Advisor Group, LLC to Wells Fargo Advisors
left Jul 27, 2026, registered Jul 24, 2026 (-3 days) · Affiliated broker-dealer or bank to wirehouse
Mariner Advisor Network to Private Advisor Group, LLC
left Jun 26, 2026, registered Jun 26, 2026 (0 days) · corporate re-registration, not a move
Stratos Wealth Partners, Ltd to LPL Financial LLC
left Nov 30, 2020, registered Jul 7, 2017 (-1242 days) · Other
D.A. Davidson & Co. to Stratos Wealth Partners, Ltd
left Feb 14, 2017, registered Feb 10, 2017 (-4 days) · Other
Crowell Weedon & Co. to D.A. Davidson & Co.
left Nov 25, 2013, registered Nov 25, 2013 (0 days) · corporate re-registration, not a move
Crowell, Weedon & Co. to Crowell Weedon & Co.
left Nov 4, 2013, registered Nov 4, 2013 (0 days) · corporate re-registration, not a move

Signals

Leslie Minter Castillo left Lpl Financial Llc for Mariner Advisor Network (registered 2020-12-01)
Aug 17, 2026 · Advisor changed firm · fact
Leslie Minter Castillo left Private Advisor Group, Llc for Wells Fargo Advisors (registered 2026-07-24)
Jul 27, 2026 · 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: Wirehousederived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address