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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 2022-01-24
IL RA APPROVED 2006-07-05
  • TX RA
    APPROVED_RES
    Since 2022-01-24
  • IL RA
    APPROVED
    Since 2006-07-05

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 05/2005 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 05/2005 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Lake Forest, IL
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
  • 2005-01-13 → 2005-12-19
    Clifton Gunderson Wealth Advisors
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-25
S65 Uniform Investment Adviser Law Examination 2005-01-07
  • S63 Uniform Securities Agent State Law Examination
    2006-09-25
  • S65 Uniform Investment Adviser Law Examination
    2005-01-07
Other Names
  • Danielle Anne Haase
  • Danielle Anne Haase

View on SEC IAPD

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