# CAFFREY JOHN DAVID

CAFFREY JOHN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CASTLE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131910) | MEMBER | HAUPPAUGE, NY |
| — | Form ADV | [CASTLE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/120582) | MEMBER/CHIEF COMPLIANCE OFFICER | HUNTINGTON STATION, NY |
| — | Form ADV | [CRESCENT CAPITAL GROUP, LLC](https://search.stillhousedata.com/firm/149625) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | HAUPPAUGE, NY |
| — | Form ADV | [ROSEMARK ADVISORS, INC.](https://search.stillhousedata.com/firm/173677) | VICE PRESIDENT | BOHEMIA, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.