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159 Wolf Road Suite 101, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | East Greenbush | NY | 12/2000 | Present |
| Wojeski & Company Cpa'S, P.C. | East Greenbush | NY | 01/1997 | Present |
| Greenbush Financial Group, Llc | Latham | NY | 12/2001 | Present |
1. INVOLVEMENT W/WOJESKI & CO, CPS, PC, A CERTIFIED PUBLIC ACCOUNTING FIRM, 10/28/03. 2. CO-TRUSTEE OF A FAMILY TRUST, 11/6/03. 3. INTEGRATED TECHNOLOGY GRP LLC, PROVIDE COMPUTER HARDWARE/NETWORKING SUPPORT, 5/17/05. 4. GREENBUSH APPRAISAL GROUP LLC, RESIDENTIAL & COMMERCIAL APPRAISAL, 5/11/05. 5. THE MAYFAIR @ROY ROAD LLC, INTEREST IN AN ENTITY THAT OWNS A COMPUTER TECHNICAL TRAINNIG CO, 5/11/05. 6. CFO ADVISORY GRP LLC, ASSISTS HIGH GROWTH COMPANIES W/CFO RELATED ACTIVITIES UTILIZING CPA BACKGROUND, 5/11/05. 7. GREENBUSH FINANCIAL GRP LLC, REGISTERED INVESTMENT ADVISOR, FINANCIAL PLANNING SVCS, 6/1/05. 8. GOING POSTAL LLC, COMMERICAL REAL ESTATE, 5/23/05. 9. 07/11/07 - FORENSIC ACCOUNTING SVCS GRP LLC, FORENSIC AUDITING, 5% TIME SPENT. 10. 03/18/09 - GREENBUSH FINANCIAL GRP LLC. RIA PROVIDING FINANCIAL PLAN FOR FIXED/HOURLY FEE. 1% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-02 |
| S66 | Uniform Combined State Law Examination | 2000-12-08 |
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