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797 Route 9W, Glenmont, NY 12077-3801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| NY | RA | APPROVED | 2025-05-13 |
Branch Locations
819 Saratoga Road, Burnt Hills, NY 12027 • United States
797 Route 9W, Glenmont, NY 12077-3801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Albany | NY | 08/2015 | 09/2018 |
| Lpl Financial Llc | Scotia | NY | 09/2018 | 04/2021 |
| Marshall & Sterling Wealth Advisors | Poughkeepsie | NY | 09/2018 | 04/2021 |
| Virtuoso Asset Management Llc | Glenville | NY | 04/2021 | 12/2025 |
| Virtuoso Advising For Artists | Glenville | NY | 06/2018 | Present |
| Godfrey Financial Associates, Inc. | Burnt Hills | NY | 05/2025 | Present |
Virtuoso Advising for Artists - Glenville, NY - Not Investment Related - Other-Business Owner - Owner of a career coaching for singers, musicians and creatives - Start Date: 06/01/2018 - 10 Hours Per Month - Time Spent: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-29 |
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