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Andrew Bruce Castleberry

Trufp

Cumming, GA

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Current Employers
Trufp

3550 Rowe Lane, Cumming, GA 30041 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-01-02
  • GA RA
    APPROVED
    Since 2019-01-02

Branch Locations

3550 Rowe Lane, Cumming, GA 30041 • 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
Edward Jones St Louis MO 08/2016 02/2017
E*Trade Securities Llc Alpharetta GA 04/2017 11/2017
Cambridge Investment Research, Inc. Fairfield IA 01/2018 01/2019
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2018 01/2019
Investment Planning Advisors Cumming GA 01/2018 04/2025
Investment Planning Advisors Cumming GA 04/2025 Present
  • 08/2016 → 02/2017
    Edward Jones
    St Louis, MO
  • 04/2017 → 11/2017
    E*Trade Securities Llc
    Alpharetta, GA
  • 01/2018 → 01/2019
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2018 → 01/2019
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 01/2018 → 04/2025
    Investment Planning Advisors
    Cumming, GA
  • 04/2025 → Present
    Investment Planning Advisors
    Cumming, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-15
  • S66 Uniform Combined State Law Examination
    2016-10-15
Other Names
  • Andrew Bruce Castleberry
  • Andrew B Castleberry

View on SEC IAPD

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