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797 Route 9W, Glenmont, NY 12077-3801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rotterdam | NY | 05/2013 | 09/2016 |
| Key Investment Services Llc | Brooklyn | OH | 09/2016 | 06/2019 |
| Cuna Brokerage Services, Inc. | Waverly | WI | 07/2019 | 05/2022 |
| Lpl Financial | Fort Mills | SC | 05/2022 | 07/2023 |
| Godfrey Financial Associates, Inc. | Glemont | NY | 08/2023 | Present |
1)05/18/2022 - Demberg Farm LLC-Not Investment- Other- Alternate Trustee- Start Date- 6/27/16 2)05/18/2022 - Notary Public-Not Investment- At Reported Business Location(s)- Other - Notary- Notary- Start Date- 8/22/93
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2013-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-07 |
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