Eduardo De Andrade Borges

Current Employers

Goal Wealth Advisory Group, Llc

Providence, RI • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-06-17
RI	RA	APPROVED	2024-05-04

MA RA
APPROVED

Since 2024-06-17
RI RA
APPROVED

Since 2024-05-04

Branch Locations

Providence, RI • United States

10 Dorrance Street, Suite 700, Providence, RI 02903 • 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

Organization	City	State	From	To
Morgan Stanley	Providence	RI	06/2016	05/2024
Morgan Stanley Private Bank, N.A.	New York	NY	10/2016	05/2024
Goal Wealth Advisory Group, Llc	East Providence	RI	05/2024	Present
Morgan Stanley Private Bank, N.A	New York	NY	10/2016	05/2024
Fortune Financial Services	Monaca	PA	05/2024	Present

06/2016 → 05/2024

Morgan Stanley

Providence, RI
10/2016 → 05/2024

Morgan Stanley Private Bank, N.A.

New York, NY
05/2024 → Present

Goal Wealth Advisory Group, Llc

East Providence, RI
10/2016 → 05/2024

Morgan Stanley Private Bank, N.A

New York, NY
05/2024 → Present

Fortune Financial Services

Monaca, PA

Previous Registrations

2016-10-11 → 2024-05-16

Morgan Stanley

Providence, RI

Other Businesses

Eduardo Borges is licensed to sell life and health insurance. DBA - RIA -Goal Wealth Advisory Group LLC - member & CCO - 60 hrs/month trading hrs - established 5/4/2024

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-11

S66 Uniform Combined State Law Examination

2016-10-11

Designations

Other Names

Eduardo A Borges

View on SEC IAPD