Best Investors
Account
Sign in
Best Investors
Account
Sign in
8273 Grand River Avenue Suite 220, Brighton, MI 48114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
8273 Grand River Avenue Suite 220, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berry Law Dba Castle Wealth Group Legal | Brighton | MI | 01/2005 | Present |
| C2P Capital Advisory Group Dba Prosperity Capital Advisors | Westlake | OH | 08/2017 | 04/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2019 | 08/2022 |
| Castle Wealth Group | Brighton | MI | 01/2019 | Present |
| Castle Wealth Group Investments Llc | Brighton | MI | 02/2022 | Present |
| Castle Wealth Group Investments Llc | Brighton | MI | 11/2021 | Present |
1.) CASTLE WEALTH GROUP; YES INVESTMENT RELATED; 8273 GRAND RIVER AVE, SUITE 220, BRIGHTON, MI 48114; INSURANCE SALES; Insurance Agent; START DATE 01/2019; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) BERRY LAW DBA Castle Wealth Group Legal; NOT INVESTMENT RELATED; 8273 GRAND RIVER AVE, SUITE 220, BRIGHTON, MI 48114; LAW FIRM; Attorney; START DATE 01/2005; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; OFFERS LEGAL SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
Reach out to this advisor