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BORIS MICHAEL CASTILLO
CRD#: 3013130
IA
Investment Adviser
B
Broker
THE AMERIFLEX GROUPCRD#: 305585 4401 Atlantic Ave, Suite 200
Long Beach, CA 90807
OSAIC WEALTH, INC.CRD#: 23131 4401 ATLANTIC AVE
SUITE 200
LONG BEACH, CA 90807
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2002 - 2004 (2 years)2 FIRMS2005 - 2009 (3 years)2 FIRMS2009 - 2009 (<1 year)2 FIRMS2013 - 2014 (<1 year)2 FIRMS2014 - 2019 (4 years)2 FIRMS2019 - 2022 (3 years)IATHE AMERIFLEX GROUP (CRD# 305585)2022 - Present (2 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2022 - 2023 (1 year)BKINECTA WEALTH MANAGEMENT (CRD# 136597)2015 - 2019 (3 years)BNEW ENGLAND SECURITIES (CRD# 615)2011 - 2012 (<1 year)BU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)2002 - 2002 (<1 year)BWM FINANCIAL SERVICES, INC. (CRD# 599)2001 - 2002 (1 year)BUBS PAINEWEBBER INC. (CRD# 8174)2000 - 2001 (1 year)BWM FINANCIAL SERVICES, INC. (CRD# 599)1999 - 2000 (<1 year)BM.S. FARRELL & COMPANY, INC. (CRD# 24232)1998 - 1999 (1 year)IANEW ENGLAND SECURITIES CORPORATION (CRD# 615)2012 - 2012 (<1 year)
License(s)

State Registrations

B
Arizona 9/1/2023

B
Nevada 9/1/2023

IA
California 8/17/2022

B
New York 9/1/2023

B
California 9/1/2023

B
Pennsylvania 9/1/2023

B
Florida 9/1/2023

B
Puerto Rico 9/1/2023

B
Massachusetts 11/25/2024

B
Tennessee 9/1/2023

B
Mississippi 9/1/2023

B
Washington 9/1/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE AMERIFLEX GROUP (CRD#:305585)
4401 Atlantic Ave, Suite 200, Long Beach, CA 90807
Registered with this firm since 8/17/2022

B
OSAIC WEALTH, INC. (CRD#:23131)
4401 ATLANTIC AVE SUITE 200, LONG BEACH, CA 90807
Registered with this firm since 9/1/2023

Previous Registration(s)
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B
08/15/2022 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) LONG BEACH, CA
IA
07/03/2019 - 08/19/2022 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Huntington Beach, CA
B
07/03/2019 - 08/19/2022 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Huntington Beach, CA
IA
12/01/2014 - 07/11/2019 LPL FINANCIAL LLC (CRD#:6413) LAKEWOOD, CA
B
08/25/2015 - 07/11/2019 KINECTA WEALTH MANAGEMENT (CRD#:136597) WOODLAND HILLS, CA
B
12/01/2014 - 07/11/2019 LPL FINANCIAL LLC (CRD#:6413) LAKEWOOD, CA
IA
12/06/2013 - 07/16/2014 LPL FINANCIAL LLC (CRD#:6413) EL SEGUNDO, CA
B
12/06/2013 - 07/16/2014 LPL FINANCIAL LLC (CRD#:6413) EL SEGUNDO, CA
IA
07/05/2012 - 09/07/2012 NEW ENGLAND SECURITIES CORPORATION (CRD#:615) WEST PALM BEACH, FL
B
10/21/2011 - 09/07/2012 NEW ENGLAND SECURITIES (CRD#:615) WEST PALM BEACH, FL
IA
04/08/2009 - 09/02/2009 BANCWEST INVESTMENT SERVICES, INC. (CRD#:29357) LOS ANGELES, CA
B
04/08/2009 - 09/02/2009 BANCWEST INVESTMENT SERVICES, INC. (CRD#:29357) LOS ANGELES, CA
IA
04/28/2005 - 03/31/2009 UNIONBANC INVESTMENT SERVICES, LLC (CRD#:14455) LOS ANGELES, CA
B
05/05/2005 - 03/31/2009 UNIONBANC INVESTMENT SERVICES, LLC (CRD#:14455) LOS ANGELES, CA
IA
05/20/2002 - 08/13/2004 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) VAN NUYS, CA
B
05/20/2002 - 08/13/2004 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) SAN FRANCISCO, CA
B
03/21/2002 - 05/17/2002 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) SAINT PAUL, MN
B
03/16/2001 - 03/19/2002 WM FINANCIAL SERVICES, INC. (CRD#:599) IRVINE, CA
B
02/22/2000 - 03/09/2001 UBS PAINEWEBBER INC. (CRD#:8174) WEEHAWKEN, NJ
B
07/08/1999 - 03/14/2000 WM FINANCIAL SERVICES, INC. (CRD#:599) IRVINE, CA
B
05/06/1998 - 05/11/1999 M.S. FARRELL & COMPANY, INC. (CRD#:24232) SYOSSET, NY
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B
Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.