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GL

Glenda H. Lenox

CASTELLANO & ASSOCIATES
Shreveport, LA 71106
Some features on this profile are disabled
CRD#: 5635114
GL

Professional summary

Glenda Holt Lenox is a registered financial advisor currently at CASTELLANO & ASSOCIATES located in Shreveport, Louisiana.

Glenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Glenda has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Glenda Lenox, Sole Proprietor~Shreveport, LA 71119~Health Ins~N~Agent~01/012015~4 hrs/mo~0 trading hrs/mo Arnold Castellano & Associates, LLC; yes; Plano, TX; Investment advise; Investment Advisor Representative; 08/2025; 90% of time spent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenda Holt Lenox's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 7, 2023 - Present

CASTELLANO & ASSOCIATES

Office #1: 9343 Ellerbe Road Bldg A, Shreveport, LA 71106
RIA
CRD#: 117369
Shreveport, LA
Current

October 15, 2025 - Present

PLANO, TX
Past

February 18, 2015 - February 23, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Shreveport, LA
Past

February 13, 2015 - February 23, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Shreveport, LA
Past

January 2, 2015 - February 3, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SHREVEPORT, LA
Past

January 2, 2015 - February 3, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SHREVEPORT, LA
Past

March 11, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
SHREVEPORT, LA
Past

February 5, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
SHREVEPORT, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
C&
CASTELLANO & ASSOCIATES
ARNOLD CASTELLANO & ASSOCIATES, LLC | CASTELLANO & ASSOCIATES | ARNOLD CASTELLANO AND ASSOCIATES, LLC | ARNOLD CASTELLANO AND ASSOCIATES, INC.

CRD#: 117369 / SEC#: 801-130349

RIA
Registered Investment Advisory firm - (5/23/2024 Approved)
Louisiana
Registered Investment Advisory firm - (5/30/2024 Terminated)
Texas
Registered Investment Advisory firm - (5/29/2024 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(3/7/2023)
IAR
Texas
(3/7/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/1/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

C&
CASTELLANO & ASSOCIATES
ARNOLD CASTELLANO & ASSOCIATES, LLC | CASTELLANO & ASSOCIATES | ARNOLD CASTELLANO AND ASSOCIATES, LLC | ARNOLD CASTELLANO AND ASSOCIATES, INC.

CRD#: 117369 / SEC#: 801-130349

RIA
Registered Investment Advisory firm - (5/23/2024 Approved)
Louisiana
Registered Investment Advisory firm - (5/30/2024 Terminated)
Texas
Registered Investment Advisory firm - (5/29/2024 Terminated)
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Contact information

Main Address
9343 Ellerbe Road Bldg A, Shreveport, LA 71106
Mailing Address
Phone number
(318) 683-1040
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEC ADV PART 2 (4/1/2025)

Regulatory assets under management

Total Number of Accounts700
AUM (Assets Under Management)$ 160,616,171

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CASTELLANO & ASSOCIATES

CRD#: 117369Shreveport, LA 71106

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