John M. Edelman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Michael Edelman was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2002. John had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 7, 2023 - April 30, 2025
CASTLE HILL CAPITAL PARTNERS, INC.
January 21, 2016 - March 7, 2023
UPHOLD SECURITIES INC.
May 31, 2011 - February 10, 2015
OPPENHEIMER & CO. INC.
August 7, 2003 - June 1, 2011
KAUFMAN BROS., L.P.
July 1, 2003 - August 5, 2003
WELLS FARGO CLEARING SERVICES, LLC
March 27, 2003 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
October 14, 2002 - December 19, 2002
WATERMARK SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CASTLE HILL CAPITAL PARTNERS, INC.
CRD#: 44131 / SEC#: , 8-50550
Contact information
FINRA licenses (40 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
