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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-11-06
  • CT RA
    APPROVED
    Since 2023-11-06

Branch Locations

55 Greens Farms Rd Ste 1, Westport, CT 06880 • 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
University Of Connecticut Storrs CT 06/2014 05/2018
Columbus Travel Media London 07/2017 07/2018
Bridgewater Associates Westport CT 07/2018 08/2021
Goldman Sachs Personal Financial Management Westport CT 08/2021 11/2023
Goldman Sachs Ayco Personal Financial Management Westport CT 11/2023 Present
  • 06/2014 → 05/2018
    University Of Connecticut
    Storrs, CT
  • 07/2017 → 07/2018
    Columbus Travel Media
    London
  • 07/2018 → 08/2021
    Bridgewater Associates
    Westport, CT
  • 08/2021 → 11/2023
    Goldman Sachs Personal Financial Management
    Westport, CT
  • 11/2023 → Present
    Goldman Sachs Ayco Personal Financial Management
    Westport, CT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-12
S65 Uniform Investment Adviser Law Examination 2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-19

View on SEC IAPD

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