Best Investors
Account
Sign in
131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-22 |
Branch Locations
131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gcg Wealth Management | Charlotte | NE | 01/2012 | 06/2021 |
| Questar Capital Corporation | Minneapolis | MN | 11/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 06/2021 |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2021 | 06/2026 |
| Castle Securities, Llc | Mooresville | NC | 06/2026 | Present |
| Castle Wealth Group, Llc | Mooresville | NC | 06/2021 | Present |
| Castle Insurance Group, Llc | Mooresville | NC | 06/2026 | Present |
1. Castle Insurance Group, LLC POSITION: Agent NATURE: sell life insurance, fixed annuities and LTC INVESTMENT RELATED: No START DATE: 06/2026 ADDRESS: 131 Plantation Ridge Drive, Suite #110, Mooresville NC 28117 United States DESCRIPTION: Sell life insurance, fixed annuities and LTC 2. COMMITTEE MEMBER, DAVIDSON PUBLIC ARTS COMMITTEE, 216 S. MAIN ST, DAVIDSON, NC 28036, NON INVESTMENT RELATED SINCE 1/2014 AND I SPEND APPROX. 1-2 HOURS PER MONTH ON THIS ACTIVITY. COMMITTEE MEMBER WITH A SAY IN THE VARIOUS ART PROJECTS FOR THE TOWN OF DAVIDSON. 3. BOARD MEMBER, DAVIDSON FARMER'S MARKET. 120 S. MAIN STREET, DAVIDSON, NC 28036. NON INVESTMENT RELATED SINCE 9/2020 AND I SPEND APPROX. 3-5 HOURS PER MONTH ON THIS ACTIVITY. VOLUTEER AT THE WEEKLY FARMER'S MARKET AND PARTICIPATAE IN THE BOARD MEETINGS. 4. CASTLE WEALTH GROUP, LLC, NON-INVESTMENT RELATED, 219 WILLIAMSON ROAD, SUITE #2204, MOORESVILLE, NC 28117, DBA FOR BRANDING PURPOSES, PARTNER, SINCE 6/16/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-12 |
Reach out to this advisor