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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-31
NY RA APPROVED 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2022-01-31
  • NY RA
    APPROVED
    Since 2021-07-21

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Latham NY 09/2003 01/2021
Goldman Sachs & Co. Llc Cohoes NY 01/2021 Present
  • 09/2003 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Cohoes, NY
Other Businesses

Member of the Investment Committee and Endowment Committee at Congregation Gates of Heaven, a synagogue. Organization is located in Schenectady, NY. Organization is not primarily engaged in investment-related activity. Start date was July 14, 2022. Two hours per month. Duties include having oversight over the entity's investments.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-24
S65 Uniform Investment Adviser Law Examination 2000-01-13
  • S63 Uniform Securities Agent State Law Examination
    2005-01-24
  • S65 Uniform Investment Adviser Law Examination
    2000-01-13

View on SEC IAPD

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