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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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-06 |
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