CO
Charles Otto Gillespie
CRD 4967696
Firms
| Firm | Role | As of |
|---|---|---|
| Castle Coast Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Castle Coast Wealth, Llc
Owner, Managing Member & Principal · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗