Investment adviser representative · Castleview Partners, LLC

Aaron P. Havens

CRD 6657706 · Dallas, TX

At a glance

Aaron P. Havens is an investment adviser representative with Castleview Partners, LLC in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2025, about 1 years ago.

Current advisory firm

Castleview Partners, LLCSince May 2026Dallas, TX · $417M in regulatory assets

SEC adviser record

Registered since: 2025 (1 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Aaron’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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