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LC

Leonardo G. Castro

THE TIDAL GROUP
Schertz, TX 78154-2413
Some features on this profile are disabled
CRD#: 6869827
LC

Professional summary


Leonardo Garces Castro, who also goes by Leo Castro, is a registered financial professional currently at THE TIDAL GROUP, INC. located in Schertz, Texas.

Leonardo is registered as a RR (Registered Representative) and started their career in finance in 2018. Leonardo has worked at 1 firm and has passed the Series 63, SIE and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Leo Castro

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Leonardo Garces Castro'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 30, 2018 - Present

THE TIDAL GROUP, INC.

Office #1: 5501 Mid Cities Parkway, Suite 100, Schertz, TX 78154-2413
BD
CRD#: 39782
Schertz, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(6/5/2018)
RR
California
(6/5/2018)
RR
Colorado
(4/12/2018)
RR
Florida
(4/12/2018)
RR
Illinois
(6/5/2018)
RR
Indiana
(6/5/2018)
RR
Iowa
(8/25/2023)
RR
Minnesota
(6/5/2018)
RR
Montana
(6/10/2025)
RR
New York
(5/28/2024)
RR
Ohio
(1/4/2021)
RR
Oklahoma
(6/5/2018)
RR
Pennsylvania
(7/20/2018)
RR
South Carolina
(5/23/2025)
RR
South Dakota
(10/8/2025)
RR
Texas
(6/5/2018)
RR
Utah
(7/20/2018)
RR
Wisconsin
(2/4/2020)
RR
Wyoming
(10/7/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 6/5/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TT
THE TIDAL GROUP, INC.
THE TIDAL GROUP, INC.

CRD#: 39782 / SEC#: , 8-48809

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5501 Mid Cities Parkway, Suite 100, Schertz, TX 78154-2413
Mailing Address
5501 Mid Cities Parkway, Suite 100, Schertz, TX 78154-2413
Phone number
(210) 659-1446
Established
Texas since 02/23/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NOVIKOFF, LEE MICHAELCHIEF COMPLIANCE OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, PRESIDENT, SECRETARY, TREASURER, PRINCIPAL2684973
HOBSON, HARRY MICHAELPRINCIPAL2802434
PEACOCK, LINDA MPRINCIPAL3226616
RUBAR, CORY DANIELPRINCIPAL7943530

Disclosures


Regulatory Event1

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


THE TIDAL GROUP, INC.

CRD#: 39782Schertz, TX 78154-2413

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