AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WG

William A. Godines Castro

IRVINE, CA 92840
Some features on this profile are disabled
CRD#: 6527211
WG
William Aristeo Godines Castro

Professional summary

William Aristeo Godines Castro, who also goes by William Castro, William A Godines Castro, William Aristeo Godines Castro, William Godinez, was a registered financial advisor .

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William had worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

William Castro | William A Godines Castro | William Aristeo Godines Castro | William Godinez

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.
Castle Consulting and Strategy LLC; 2350 Redhill Ave 3749, Santa Ana CA 92705; non-inv rel; consulting services for business development; Consultant; start date=11/2025; hrs/mo=10; trading hrs/mo=0; providing operational development consulting for businesses Castle Capital Management; 2350 Redhill Ave, Santa Ana CA 92705; inv rel; dba for my financial services/insurance and advisory practice; Owner; start date=02/2026; hrs/mo=160; trading hrs/mo=160; in charge of marketing efforts and providing clients with high-level financial planning

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

August 26, 2026 - Present

Office #1: 3333 Michelson Drive Suite 300, Irvine, CA 92840
IRVINE, CA
Past

May 21, 2025 - August 12, 2026

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
BREA, CA
Past

September 18, 2024 - August 12, 2026

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
BREA, CA
Past

November 6, 2020 - April 18, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
GLENDALE, CA
Past

April 16, 2020 - October 7, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Irvine, CA
Past

November 22, 2016 - September 14, 2018

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PASADENA, CA

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
California
(8/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/22/2016
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

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

No current employment

TRUST BUT VERIFY

Monitor William Godines Castro

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Mark Kendall Rylance
Mark RylanceAdvisorCheck Check Mark
RS CRUM INC.
IAR
NEWPORT BEACH, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
Irvine, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.