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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-05-25
  • MI RA
    APPROVED
    Since 2017-05-25

Branch Locations

1301 W. Long Lake Road Suite 360, Troy, MI 48098 • 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
Pruco Securities, Llc Troy MI 03/2015 11/2016
The Prudential Insurance Company Of America Troy MI 07/2015 11/2016
The Ayco Company, L.P./Mercer Allied Troy MI 04/2017 01/2021
United Shore Financial Services Troy MI 11/2016 04/2017
Goldman Sachs & Co. Llc Troy MI 01/2021 Present
  • 03/2015 → 11/2016
    Troy, MI
  • 07/2015 → 11/2016
    The Prudential Insurance Company Of America
    Troy, MI
  • 04/2017 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Troy, MI
  • 11/2016 → 04/2017
    United Shore Financial Services
    Troy, MI
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-11
S63 Uniform Securities Agent State Law Examination 2015-06-13
  • S65 Uniform Investment Adviser Law Examination
    2016-03-11
  • S63 Uniform Securities Agent State Law Examination
    2015-06-13

View on SEC IAPD

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