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740 River Road Suite 208 & 209, Fair Haven, NJ 07704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED | 2009-02-24 |
| FL | RA | APPROVED | 2007-01-10 |
| NJ | RA | APPROVED | 2007-01-09 |
Branch Locations
740 River Road Suite 208 & 209, Fair Haven, NJ 07704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Financial & Retirement Planning Assoc, Inc. | Hazlet | NJ | 07/1992 | Present |
| Imst Distributors, Llc | Hazlet | NJ | 06/2017 | 12/2020 |
| The Leaders Group Inc | Summit | NJ | 03/2025 | Present |
| Modern Capital Securtiies | Raleigh | NC | 06/2021 | 03/2025 |
1.) CASTLE FINANCIAL & RETIREMENT PLANNING ASSOC - 6/3/92 - 704 River Road, Suite 208, Fair Haven, NJ 07704 - President, CCO & IAR, Sales/run agency, Invt Rel, Insurance & IAR business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) REYNOLDS BENEFITS - 4/15/25 - 740 River Road, Suite 208, Fair Haven, NJ 07704 - Investment Advisory & Financial Planning, Invt advisory & fin planning, Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-30 |
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