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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-17 |
Branch Locations
3101 N. Central Ave. Suite 890, Phoenix, AZ 85012 • United States
Wildwood Crest, NJ • United States
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bt Partners Llp | Phoenix | AZ | 08/2023 | 08/2024 |
| Rsm Us Llp | Phoenix | AZ | 02/2022 | 08/2023 |
| Ryan Llc | Scottsdale | AZ | 09/2020 | 02/2022 |
| Pricewaterhousecoopers Llp | Phoenix | AZ | 07/2015 | 09/2020 |
| Lincoln Investment | Fort Washington | PA | 10/2024 | Present |
| Lincoln Investment | Fort Washington | PA | 04/2025 | Present |
THE CASTELLANI GROUP LLC POSITION: Salaried financial professional. NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: 154 W Morning Glory Rd, Wildwood Crest NJ 08260, United States DESCRIPTION: DBA for Lincoln Investment business Arabella Homeowner's Association Position: President, Board Member Nature: Real Estate - Homeowner's association (HOA) Investment Related: Yes # of Hours: 10 Securities Trading Hours: 0 Address: 17536 N 51st St Scottsdale, AZ 85254 Description: Participate in monthly HOA meetings, lead meetings as President, ability to call emergency meetings as needed as President, board liaison for community's social committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
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