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Richard L Schannen

Goldman Sachs Wealth Services, L.P.

Dallas, TX

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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 2001-10-08
  • TX RA
    APPROVED
    Since 2001-10-08

Branch Locations

2001 Ross Avenue Floor 23, 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 01/2021 Present
The Ayco Company, L.P./Mercer Allied Dallas TX 07/1998 01/2021
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 07/1998 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-05
S63 Uniform Securities Agent State Law Examination 1999-03-30
  • S65 Uniform Investment Adviser Law Examination
    2001-10-05
  • S63 Uniform Securities Agent State Law Examination
    1999-03-30

View on SEC IAPD

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