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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
IL RA APPROVED 2009-06-09
  • TX RA
    APPROVED_RES
    Since 2022-01-31
  • IL RA
    APPROVED
    Since 2009-06-09

Branch Locations

540 Lake Cook Road Suite 600, Deerfield, IL 60015 • 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 Lake Forest IL 06/2008 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2008 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Lake Forest, IL
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Other Businesses

1. Brand Ambassador for AM Golf Trips, a sport organization. Activity will take place from Chicago, IL. Organization is not primarily engaged in investment-related activity. Start date is January 1, 2023. Five hours per month. Duties include promoting the entity's company and events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-01
  • S66 Uniform Combined State Law Examination
    2009-06-01

View on SEC IAPD

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