Rashidah L. Billups

CASTLE PLACEMENT

SYOSSET, NY 11791

CRD#: 6366397

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Professional summary

Rashidah L Billups, who also goes by Rashidah Billups, Roz Billups, Rashidah Woodson, is a registered financial professional currently at CASTLE PLACEMENT, LLC located in Syosset, 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.

Question & Answer

Are you a "fiduciary"?

Aliases

Rashidah Billups | Roz Billups | Rashidah Woodson

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 8, 2026 - Present

CASTLE PLACEMENT, LLC

Office #1: 527 Split Rock Rd Oyster Bay Cove, Syosset, NY 11791

CRD#: 189511

SYOSSET, NY

Past

May 10, 2021 - December 31, 2022

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

Morristown, NJ

Past

May 6, 2021 - December 31, 2022

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

Morristown, NJ

Past

June 20, 2019 - May 11, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Morristown, NJ

Past

June 5, 2019 - May 11, 2021

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Morristown, NJ

Past

October 7, 2016 - June 6, 2017

MORGAN STANLEY

RIA

CRD#: 149777

SHORT HILLS, NJ

Past

July 28, 2016 - June 6, 2017

MORGAN STANLEY

CRD#: 149777

SHORT HILLS, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(6/8/2026)

Exams

State Security Law Exam

Series 63

Date: 5/28/2026

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/6/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CASTLE PLACEMENT, LLC

CRD#: 189511 / SEC#: , 8-69612

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

527 Split Rock Rd Oyster Bay Cove, Syosset, NY 11791

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

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CASTLE PLACEMENT GROUP LLC	MEMBER
BEATON, DANIEL STEWART	FINOP	4240769
LUFTIG, RICHARD STEVEN	CCO, EXEC REP, AML SUPERVISOR	2391290
MARGOLIS, KENNETH HARRY	MANAGER, HOME OFFICE SUPERVISOR	2230861

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Rashidah L. Billups

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 63

Date: 5/28/2026

Series 66

Date: 10/6/2016

SIE

Date: 6/6/2017

Series 7

Date: 7/28/2016

FINRA

Current Firm

CASTLE PLACEMENT, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CASTLE PLACEMENT, LLC

TRUST BUT VERIFY

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