Cortlan Castle is a registered investment advisor, based in Dallas, TX, with 1 years of industry experience. Cortlan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2000 Mckinney Avenue, Suite 700, Dallas, TX, 75201
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tcbi Securities, INC.Broker
March 2026 - Present · 7 mos
Texas Capital Bank Private Wealth Advisors
September 2025 - Present · 1 yr 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.
- Zechariah Daugherty, CFPCreative Planning
- Mark Lanyon, CFATurtle Creek Trust