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Anthony Mark Castaldi

Covenant Wealth Advisors

Richmond, VA

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Current Employers
Covenant Wealth Advisors

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-05
  • VA RA
    APPROVED
    Since 2025-09-05

Branch Locations

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • 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
Acorn Financial Advisory Services, Inc. Reston VA 01/2023 04/2024
Acorn Financial Services Reston VA 06/2016 04/2024
Advisor Partners Ii, Llc Walnut Creek CA 04/2024 09/2025
Covenant Wealth Advisors Richmond VA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-12-05

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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