This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CASTLE WEALTH GROUP INVESTMENTS LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 1, 2017

First registration

Aug 9, 2017

Dual registered

no

Other names

CHRISTOPHER J BERRY

IAPD individual key

5484638

• Occurred

  Aug 15, 2022
  Advisor changed firm

  Christopher James Berry left Ae Wealth Management, Llc for Castle Wealth Group Investments Llc (registered 2026-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aea3b232-2a3a-fe56-0bfe-3375b28fe37d

First observed

Aug 9, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.