CAFFREY JOHN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CAFFREY JOHN DAVID appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CASTLE ASSET MANAGEMENT, LLC | MEMBER | HAUPPAUGE, NY |
| — | Form ADV | CASTLE FINANCIAL ADVISORS, LLC | MEMBER/CHIEF COMPLIANCE OFFICER | HUNTINGTON STATION, NY |
| — | Form ADV | CRESCENT CAPITAL GROUP, LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | HAUPPAUGE, NY |
| — | Form ADV | ROSEMARK ADVISORS, INC. | VICE PRESIDENT | BOHEMIA, NY |