Best Investors Account Sign in

Taylor John Parks

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 6594760

Claim This Profile
Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-26
  • CA RA
    APPROVED
    Since 2018-10-26

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • 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 Irvine CA 09/2018 01/2021
Chapman University Orange CA 08/2013 05/2017
Harvey & Company, Llc Irvine CA 05/2016 12/2016
Provident Equipment Finance Irvine CA 07/2017 10/2017
The Ayco Company, L.P. Irvine CA 12/2017 09/2018
Harvey & Company, Llc Irvine CA 02/2017 06/2017
Goldman Sachs & Co. Llc Irvine CA 01/2021 Present
  • 09/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 08/2013 → 05/2017
    Chapman University
    Orange, CA
  • 05/2016 → 12/2016
    Harvey & Company, Llc
    Irvine, CA
  • 07/2017 → 10/2017
    Provident Equipment Finance
    Irvine, CA
  • 12/2017 → 09/2018
    The Ayco Company, L.P.
    Irvine, CA
  • 02/2017 → 06/2017
    Harvey & Company, Llc
    Irvine, CA
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-24
  • S66 Uniform Combined State Law Examination
    2018-10-24
Other Names
  • Taylor J Parks
  • Taylor Parks

View on SEC IAPD

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor