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Advisor at GODFREY FINANCIAL ASSOCIATES, INC.
Burnt Hills, NY | GLENMONT, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GODFREY FINANCIAL ASSOCIATES, INC. | Independent wealth | May 13, 2025 | n/a | yes | Burnt Hills, NY|GLENMONT, NY | Current employment |
| VIRTUOSO ASSET MANAGEMENT LLC | n/a | Jul 19, 2021 | Dec 31, 2025 | no | BURNT HILLS, NY | Previous registration |
| MARSHALL + STERLING WEALTH ADVISORS, INC. | Mixed wealth | Feb 4, 2020 | Apr 26, 2021 | no | POUGHKEEPSIE, NY|Scotia, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUOSO ASSET MANAGEMENT LLC | GODFREY FINANCIAL ASSOCIATES, INC. | Dec 31, 2025 | May 13, 2025 | -232 | Firm change after gap | Other |
| MARSHALL + STERLING WEALTH ADVISORS, INC. | VIRTUOSO ASSET MANAGEMENT LLC | Apr 26, 2021 | Jul 19, 2021 | 84 | Firm change | Other |