Robert Thomas Castellani

Current Employers

Employment History

• 10/2002 → 12/2017
  Princor Financial Services Corporation
  Marlton, NJ
• 05/2015 → 12/2017
  Principal Life Insurance Company
  Phoenix, AZ
• 05/2016 → 12/2017
  Castellani Wealth Management Llc
  Phoenix, AZ
• 12/2017 → 12/2020
  Lincoln Investment
  Jenkintown, PA
• 12/2017 → Present
  Lincoln Investment Planning, Llc
  Jenkintown, PA
• 12/2017 → Present
  Capital Analysts, Llc
  Jenkintown, PA
• 01/2021 → 09/2023
  Lincoln Investment Planning, Llc
  Jenkintown, PA

Previous Registrations

• 2002-10-25 → 2017-12-14
  Principal Securities, Inc.
  Tucson, AZ
  Paradise Vly, AZ
  Las Vegas, NV
  Flagstaff, AZ
  Marlton, NJ
  Henderson, NV
  Tucson, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2001-09-26 → 2002-10-28
  1717 Capital Management Company
  King Of Prussia, PA

Other Businesses

CRUMP / LLOYDS OF LONDON - HANLEIGH INSURANCE POSITION: Broker appointment through Crump. NATURE: Specialty High Limit Disability INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2023 ADDRESS: 2 Waterside Crossing, Suite 403, Windsor CT 06095, United States DESCRIPTION: Broker appointment - selling specialty High Limit disability and Buy-Out coverage for business owners. THE CASTELLANI GROUP, LLC POSITION: Sole owner / Managing Member 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: The Castellani Group, LLC is a DBA for Lincoln business.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-08
• S63 Uniform Securities Agent State Law Examination
  1986-01-22

Other Names

• Robert Thomas Castellani
• Robert Thomas Castellani