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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 2018-06-29
  • TX RA
    APPROVED
    Since 2018-06-29

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
Morgan Stanley Dallas TX 12/2015 03/2018
Morgan Stanley Private Bank, National Association New York NY 03/2016 03/2018
The Ayco Company, L.P./Mercer Allied Dallas TX 04/2018 01/2021
Ubereats Addison TX 07/2017 12/2018
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 12/2015 → 03/2018
    Dallas, TX
  • 03/2016 → 03/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 07/2017 → 12/2018
    Ubereats
    Addison, TX
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2016-02-26

View on SEC IAPD

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