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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 2024-02-27
  • TX RA
    APPROVED
    Since 2024-02-27

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 Dallas TX 09/2006 08/2017
The Ayco Company, L.P./Mercer Allied Dallas TX 08/2017 09/2018
Goldman Sachs & Co. Llc Dallas TX 09/2018 Present
  • 09/2006 → 08/2017
    Goldman Sachs & Co. Llc
    Dallas, TX
  • 08/2017 → 09/2018
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 09/2018 → Present
    Goldman Sachs & Co. Llc
    Dallas, TX
Previous Registrations
Other Businesses

Owner of Bearded Dragon Inc, a Lego business. Organization operates out of Dallas, TX. Organization is not primarily engaged in investment-related activity. Start Date: June 01, 2026. Two hours per month. Duties include the general management of the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-27
S66 Uniform Combined State Law Examination 2017-07-29
  • S65 Uniform Investment Adviser Law Examination
    2024-02-27
  • S66 Uniform Combined State Law Examination
    2017-07-29
Other Names
  • Taylor Allen
  • Andrew T Allen

View on SEC IAPD

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