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1332 Union St., Schenectady, NY 12308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delmar-Bethlehem Ems | Delmar | NY | 06/2016 | Present |
| Temple Israel Of Albany | Albany | NY | 12/2017 | 12/2018 |
| Hazon, Inc. | New York | NY | 05/2018 | 12/2018 |
| Vigor Investment Management | Slingerlands | NY | 11/2007 | 07/2017 |
| Healthy Valuations, Llc | Slingerlands | NY | 07/2017 | 11/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2019 | 04/2025 |
| Del-Sette Capital Management, Llc | Schenectady | NY | 11/2025 | Present |
1) Delmar-Bethlehem EMS; Not investment-related; 114 Adams Street, , Bethlehem, NY. 12054; Volunteer-led community ambulance nonprofit; Emergency Medical Technician & Field Training Officer; 06/2016; 24 hours per month; 0 during trading hours; Emergency Medical Technician and Field Training Officer for new EMTs. 2) Licensed insurance agent; Not investment-related; 1332 Union Street;, Schenectady, NY, 12308; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-09 |
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