Investment adviser representative · Southland Equity Partners, LLC.
Erich A. Castillo
CRD 2933694 · Lexington, KY
At a glance
Erich A. Castillo is an investment adviser representative with Southland Equity Partners, LLC. in Lexington, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erich’s SEC record dates to 2003, about 23 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Southland Equity Partners, LLC.Since January 2024Lexington, KY · $891M in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Erich’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
- 3 firmsLocked
- 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
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.