Jeffrey A. Frank
Professional summary
Jeffrey Adam Frank, who also goes by Jeff Frank, is a registered financial professional currently at CASTLE HILL CAPITAL PARTNERS, INC. located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2004. Jeffrey has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Adam Frank's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 2023 - Present
CASTLE HILL CAPITAL PARTNERS, INC.
Office #1: 216 East 45th Street, Suite 1301, New York, NY 10017April 28, 2023 - May 23, 2023
CAVU SECURITIES LLC
December 9, 2021 - April 28, 2023
BLUE DIAMOND SECURITIES OF AMERICA LLC
March 8, 2018 - May 14, 2021
STRATFORD PARTNERS
July 9, 2015 - June 10, 2016
THE VERTICAL GROUP
November 15, 2007 - August 15, 2012
THE BENCHMARK COMPANY, LLC
July 16, 2007 - October 19, 2007
CARTER SECURITIES, LLC
September 28, 2004 - June 29, 2007
COMMONWEALTH ASSOCIATES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/26/2023)
Exams
FINRA
Current Firm
CASTLE HILL CAPITAL PARTNERS, INC.
CRD#: 44131 / SEC#: , 8-50550
Contact information
FINRA licenses (37 States and Territories)
Red Flags
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