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Current Employers
Castle Wealth Group

131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-22
  • NC RA
    APPROVED
    Since 2026-06-22

Branch Locations

131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Charlotte NC 07/2017 01/2018
Wells Fargo Home Mortgage Charlotte NC 11/2011 04/2017
Stewart-Haas Racing Kannapolis NC 05/2014 12/2017
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 01/2018 01/2025
Centaurus Financial, Inc. Anaheim CA 05/2025 06/2026
Lkn Tool And Repair Mooresville NC 02/2025 Present
Advice And Planning Services Charlotte NC 01/2018 01/2025
Castle Insurance Group, Llc Mooresille NC 06/2026 Present
Castle Securities, Llc Mooresville NC 06/2026 Present
  • 07/2017 → 01/2018
    Charlotte, NC
  • 11/2011 → 04/2017
    Wells Fargo Home Mortgage
    Charlotte, NC
  • 05/2014 → 12/2017
    Stewart-Haas Racing
    Kannapolis, NC
  • 01/2018 → 01/2025
    Charlotte, NC
  • 05/2025 → 06/2026
    Anaheim, CA
  • 02/2025 → Present
    Lkn Tool And Repair
    Mooresville, NC
  • 01/2018 → 01/2025
    Advice And Planning Services
    Charlotte, NC
  • 06/2026 → Present
    Castle Insurance Group, Llc
    Mooresille, NC
  • 06/2026 → Present
    Castle Securities, Llc
    Mooresville, NC
Previous Registrations
Other Businesses

1. LKN TOOL REPAIR POSITION: Fueler NATURE: Professional Athlete INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2025 ADDRESS: 263 Rolling Hill Rd #2b, Mooresville NC 28117, United States DESCRIPTION: I am an over the wall NASCAR Pit crew Fueler contracted to fuel in the Craftsman Truck and Xfinity series. 2. CASTLE WEALTH GROUP POSITION: Financial Advisor NATURE: Disclosing DBA for branding-purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 06/02/2025 ADDRESS: 131 Plantation Ridge Dr Ste 110, Mooresville NC 28117, United States DESCRIPTION: disclosing DBA for branding-purposes only 3. 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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-06
  • S66 Uniform Combined State Law Examination
    2017-07-06
Other Names
  • Marc Wulf
  • Marc Andrew Wulf

View on SEC IAPD

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