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Rashidah L Billups

CASTLE PLACEMENT
LONG BEACH, NY
·CRD# 6366397·10 years experience

Professional Summary

Rashidah L Billups, who also goes by Rashidah Billups, Roz Billups, Rashidah Woodson, is a registered financial advisor currently at CASTLE PLACEMENT, LLC located in Long Beach, New York. Rashidah is registered as a RR (Registered Representative) and started their career in finance in 2016. Rashidah has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rashidah Billups, Roz Billups, Rashidah Woodson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

CASTLE PLACEMENT, LLC·CRD# 189511
BD
180 Boardwalk - 625, Long Beach, NY 11561
June 8, 2026 - Present
INTERVEST INTERNATIONAL, INC.·CRD# 111516
RIA
Morristown, NJ
May 10, 2021 - December 31, 2022
INTERVEST INTERNATIONAL EQUITIES CORPORATION·CRD# 20289
BD
Morristown, NJ
May 6, 2021 - December 31, 2022
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
RIA
Morristown, NJ
June 20, 2019 - May 11, 2021
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Morristown, NJ
June 5, 2019 - May 11, 2021
MORGAN STANLEY·CRD# 149777
RIA
Short Hills, NJ
October 7, 2016 - June 6, 2017
MORGAN STANLEY·CRD# 149777
BD
Short Hills, NJ
July 28, 2016 - June 6, 2017

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Current Firm

CP
CASTLE PLACEMENT, LLC

CASTLE PLACEMENT, LLC

CRD#: 189511 / SEC#: 8-69612
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)

Contact Information

Main Address

180 Boardwalk - 625, Long Beach, NY 11561

Mailing Address

1460 Broadway, New York, NY 10036

Phone Number

(212) 418-1180

Established

Delaware since 03/13/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CASTLE PLACEMENT GROUP LLCMEMBER—
BEATON, DANIEL STEWARTFINOP4240769
LUFTIG, RICHARD STEVENCCO, EXEC REP, AML SUPERVISOR2391290
MARGOLIS, KENNETH HARRYMANAGER, HOME OFFICE SUPERVISOR2230861

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CORNERSTONE/BILLUPS FINANCIAL GROUP POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2019 ADDRESS: , Totowa NJ , United States DESCRIPTION: Owner BFG JUNIOR INVESTORS CLUB NATURE:EXCLUSIVELY CHARITABLE, FINANCIAL LITERACY COURSES FOR KIDS HOURS: 2 HOURS PER MONTH NJCC - 108 Church St., New Brunswick, NJ 08901 - 1/25/22 - 4/15/22 - NJCC Fellow - Economic Developement & Lending Fellowship - $25 hours for the designated hours from January through April - 50 hours per month some during trading hours Park Place Consultants/Open Access (non-profit organization - began 6/1/2022 - Executive Director - Assist business owners & real estate developers in new projects based on tax credits - Website www.parkplaceconsultants.com - approx. 120 hours per month soem during trading. CORNERSTONE FINANCIAL PARTNERS & ASSOCIATES, LLC, 161 MADISON AVE. STE 230, MORRISTOWN, NJ 07960 06/28/2022 - FOR MARKETING PURPOSES ONLY - WEBSITE WWW.THECFPARTNERS.COM

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(6/8/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2026About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Oct 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2016About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Rashidah L Billups's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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