Arjun S. Gill
Professional summary
Arjun Singh Gill is a registered financial professional currently at CASTLEOAK SECURITIES, LP located in Portland, Oregon.
Arjun is registered as a RR (Registered Representative) and started their career in finance in 2025. Arjun has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Arjun Singh Gill's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2025 - Present
CASTLEOAK SECURITIES, LP
Office #1: 4380 S Macadam Avenue Suite 540, Portland, OR 97239March 1, 2025 - April 17, 2025
MERIT SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/9/2025)
(10/9/2025)
Exams
Series 7TO
Date: 9/11/2025
General Securities Representative ExaminationSeries 79TO
Date: 2/28/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CASTLEOAK SECURITIES, LP
CRD#: 125334 / SEC#: , 8-65786
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JONES, DAVID RODERICK | CHIEF EXECUTIVE OFFICER | 2389684 |
| CASTLEOAK MANAGEMENT, LLC | GENERAL PARTNER | |
| GOMEZ, LUIS J | FINOP AND PRINCIPAL FINANCIAL OFFICER | 4974439 |
| IPPOLITO, PHILIP | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1072137 |
| SKINNER, JEFFREY THOMAS | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 4078336 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
Red Flags
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