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Joseph Mccaffrey

Cra Financial Services, L.L.C.

Haddonfield, NJ

Northfield, NJ

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Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-01-30
  • NJ RA
    APPROVED
    Since 2020-01-30

Branch Locations

25 Chestnut Street Suite 5, Haddonfield, NJ 08033 • United States

332 Tilton Road, Northfield, NJ 08225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nuveen Investments Chicago IL 05/2015 01/2020
Cra Financial Services, L.L.C. Northfield NJ 01/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-06
S63 Uniform Securities Agent State Law Examination 2007-11-29
  • S65 Uniform Investment Adviser Law Examination
    2015-07-06
  • S63 Uniform Securities Agent State Law Examination
    2007-11-29
Designations

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · HADDONFIELD, NJ
HADDON WEALTH MANAGEMENT, LLC · HADDONFIELD, NJ
WROUGHT FINANCIAL PLANNING · HADDONFIELD, NJ
THE ASCENT GROUP, LLC · HADDONFIELD, NJ
LPL FINANCIAL LLC · HADDONFIELD, NJ
INTEGRITY ADVISORY SOLUTIONS · Haddonfield, NJ
CRA FINANCIAL SERVICES, L.L.C. · Haddonfield, NJ
FINANCIAL COMPASS LLC · Haddonfield, NJ

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