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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 2025-04-16
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

2001 Ross Avenue Suite 2800 , Dallas, TX 75201 • 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
Goldman Sachs & Co. Llc New York NY 02/2025 Present
Goldman Sachs & Co. Llc Dallas TX 12/2024 02/2025
Morningstar, Inc. Chicago IL 11/2009 04/2021
Unemployed Austin TX 05/2021 11/2024
  • 02/2025 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 12/2024 → 02/2025
    Goldman Sachs & Co. Llc
    Dallas, TX
  • 11/2009 → 04/2021
    Morningstar, Inc.
    Chicago, IL
  • 05/2021 → 11/2024
    Unemployed
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-05
  • S63 Uniform Securities Agent State Law Examination
    2025-04-05
Designations

View on SEC IAPD

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