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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-09-01
  • IL RA
    APPROVED
    Since 2023-09-01

Branch Locations

71 South Wacker Drive Suite 1200, Chicago, IL 60606 • 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
Ait Worldwide Logistics Itasca IL 08/2019 04/2020
N/A Charlotte NC 09/2015 08/2019
Goldman Sachs Chicago IL 04/2021 Present
N/A Chicago IL 04/2020 04/2021
  • 08/2019 → 04/2020
    Ait Worldwide Logistics
    Itasca, IL
  • 09/2015 → 08/2019
    N/A
    Charlotte, NC
  • 04/2021 → Present
    Goldman Sachs
    Chicago, IL
  • 04/2020 → 04/2021
    N/A
    Chicago, IL
Other Businesses

(1) Guest appearance at Green Bay Packers Inc., a National Football League football team. Organization's primary address is in Green bay, WI. Organization is not primarily engaged in investment-related activity. Start Date is May 23, 2021. Five hours per year. Duties include making a guest appearance as an alumni of the Packers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2021-07-10
  • S65 Uniform Investment Adviser Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2021-07-10

View on SEC IAPD

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