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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-17 |
| NY | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-17 |
Branch Locations
1110 South Ave Suite 1, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Staten Island | NY | 02/2010 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Staten Island | NY | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Staten Island | NY | 02/2026 | Present |
(1) Name of Business: Castleton Wealth Management Address: 15 Kennedy Blvd, Old Bridge, NY, 08857, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/10/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: What is your role in relation to this activity? Owner/Proprietor\n\nBusiness formed to acquire lease and pay business expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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