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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-04-30 |
Branch Locations
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-23 |
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