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Current Employers
Vandalia Wealth

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-04-30
  • WV RA
    APPROVED
    Since 2026-04-30

Branch Locations

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2023-08-04
  • WV RA
    APPROVED
    Since 2023-08-04

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

500 Corporate Landing Sutie 201, Charleston, WV 25311 • 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
Northwestern Mutual Life Insurance Company Charleston WV 06/2018 06/2022
Northwestern Mutual Investment Services Llc Charleston WV 11/2018 06/2022
Casto Cattle Farms Ripley WV 01/2010 01/2018
Math Tutor Morgantown WV 08/2017 12/2017
Uber San Francisco CA 03/2017 04/2018
Northwestern Mutual Charleston WV 05/2018 05/2022
West Virginia University Morgantown WV 05/2015 05/2018
Fifth Third Bank Hurricane WV 06/2022 08/2023
Fifth Third Securities Hurricane WV 06/2022 08/2023
Axxcess Wealth Management, Llc Charleston WV 08/2023 Present
Vandalia Wealth Management Incorporated Charleston WV 04/2026 Present
  • 06/2018 → 06/2022
    Northwestern Mutual Life Insurance Company
    Charleston, WV
  • 11/2018 → 06/2022
    Northwestern Mutual Investment Services Llc
    Charleston, WV
  • 01/2010 → 01/2018
    Casto Cattle Farms
    Ripley, WV
  • 08/2017 → 12/2017
    Math Tutor
    Morgantown, WV
  • 03/2017 → 04/2018
    Uber
    San Francisco, CA
  • 05/2018 → 05/2022
    Northwestern Mutual
    Charleston, WV
  • 05/2015 → 05/2018
    West Virginia University
    Morgantown, WV
  • 06/2022 → 08/2023
    Fifth Third Bank
    Hurricane, WV
  • 06/2022 → 08/2023
    Fifth Third Securities
    Hurricane, WV
  • 08/2023 → Present
    Charleston, WV
  • 04/2026 → Present
    Vandalia Wealth Management Incorporated
    Charleston, WV
Previous Registrations
Other Businesses

1 On a temporary and transitional basis, Caleb Casto will be dually registered as an investment advisor representative with Vandalia Wealth Management Incorporated ("Vandalia Wealth") and Axxcess Wealth Management, LLC ("Axxcess Wealth"). This dual affiliation is strictly for transitional purposes only. Following the transition of clients from Axxcess Wealth to Vandalia Wealth, this dual affiliation will cease.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-11
S63 Uniform Securities Agent State Law Examination 2019-09-23
  • S66 Uniform Combined State Law Examination
    2022-06-11
  • S63 Uniform Securities Agent State Law Examination
    2019-09-23
Designations
Other Names
  • Caleb Joe Casto
  • Caleb Casto

View on SEC IAPD

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