Craig Kaufman is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with CITIZENS SECURITIES, INC., CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2025-04-16 | present | Yes |
| CITIZENS SECURITIES, INC. | 2025-04-16 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-03-26 | 2025-04-17 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2019-08-09 | 2025-03-21 | — |
| UBS FINANCIAL SERVICES INC. | 2007-05-31 | 2019-08-20 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2007-06-04 | — |
| MORGAN STANLEY DW INC. | 2004-06-07 | 2007-04-02 | — |