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WG

William A. Godines Castro

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

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

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

William is a previously registered financial professional and started their career in finance in 2016. William had worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

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

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

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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)
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Contact information

Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2026)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)
AMERITAS WEALTH PLATFORM (3/21/2026)
GALAXY WRAP FEE BROCHURE (3/21/2026)
GALAXY II WRAP FEE BROCHURE (3/21/2026)
CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
Cover Page
Report

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

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245

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