STEVEN BRIAN CASTRO is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with EXOS WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EXOS WEALTH STRATEGIES, LLC | 2023-10-13 | present | Yes |
| CENTRIC ADVISORS, LLC | 2019-01-22 | 2022-12-21 | — |
| CAPITAL MARKETS IQ, LLC | 2017-10-02 | 2019-03-05 | — |
| CONCERT WEALTH MANAGEMENT | 2012-06-21 | 2017-08-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2011-10-31 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2006-04-03 | 2009-10-23 | — |
| UBS FINANCIAL SERVICES INC. | 2005-10-20 | 2006-04-11 | — |