Roland Markel CASTLE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with NEWEDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE ADVISORS, LLC | 2023-06-02 | present | Yes |
| INDEPENDENT ADVISOR ALLIANCE, LLC | 2021-08-03 | 2023-05-31 | — |
| STEPHENS INC. | 2012-09-17 | 2021-08-25 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-09-21 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2003-03-31 | 2009-06-01 | — |