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Courtney Mcclellan

Goldman Sachs Wealth Services, L.P.

Pittsburgh, PA

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-19
  • PA RA
    APPROVED
    Since 2021-10-19

Branch Locations

1500 Main Street Suite 210, Pittsburgh, PA 15317 • 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
Goldman Sachs Ayco Personal Financial Management Cannonsburg PA 07/2021 Present
The Ohio State University Columbus OH 08/2017 05/2021
Revere Local School District Richfield OH 08/2005 05/2017
  • 07/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Cannonsburg, PA
  • 08/2017 → 05/2021
    The Ohio State University
    Columbus, OH
  • 08/2005 → 05/2017
    Revere Local School District
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2021-10-18

View on SEC IAPD

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LPL FINANCIAL LLC · BELLEVUE, PA
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WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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