# Craig Kaufman

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CLARFELD FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/106743) | 2025-04-16 | present | Yes |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2025-04-16 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2024-03-26 | 2025-04-17 | — |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2019-08-09 | 2025-03-21 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2007-05-31 | 2019-08-20 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2007-06-04 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2004-06-07 | 2007-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4762671)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4762671.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.