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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-04-27
  • GA RA
    APPROVED
    Since 2021-04-27

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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
Wells Fargo Clearing Services Charlotte NC 06/2019 03/2021
Chow Bend OR 10/2015 06/2017
Brickhouse Bend OR 06/2016 06/2017
Ground Coffee Hood River OR 06/2017 09/2017
Riverside Hood River OR 06/2017 09/2017
Portland State University Portland OR 09/2017 06/2019
Baan Thai Restaurant Portland OR 10/2017 03/2018
The Portland Clinic Of Holistic Health Portland OR 03/2018 06/2019
Portland State University Housing And Residence Life Portland OR 03/2018 06/2018
Wells Fargo Advisors - Portland Complex Portland OR 06/2018 08/2018
Portland State University Housing And Residence Life Portland OR 09/2018 06/2019
Anderson Wealth Management Group Of Wells Fargo Advisors Portland OR 02/2019 06/2019
Goldman Sachs Ayco Personal Financial Management Atlanta GA 04/2021 Present
  • 06/2019 → 03/2021
    Wells Fargo Clearing Services
    Charlotte, NC
  • 10/2015 → 06/2017
    Chow
    Bend, OR
  • 06/2016 → 06/2017
    Brickhouse
    Bend, OR
  • 06/2017 → 09/2017
    Ground Coffee
    Hood River, OR
  • 06/2017 → 09/2017
    Riverside
    Hood River, OR
  • 09/2017 → 06/2019
    Portland State University
    Portland, OR
  • 10/2017 → 03/2018
    Baan Thai Restaurant
    Portland, OR
  • 03/2018 → 06/2019
    The Portland Clinic Of Holistic Health
    Portland, OR
  • 03/2018 → 06/2018
    Portland State University Housing And Residence Life
    Portland, OR
  • 06/2018 → 08/2018
    Wells Fargo Advisors - Portland Complex
    Portland, OR
  • 09/2018 → 06/2019
    Portland State University Housing And Residence Life
    Portland, OR
  • 02/2019 → 06/2019
    Anderson Wealth Management Group Of Wells Fargo Advisors
    Portland, OR
  • 04/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2019-08-30
Other Names
  • Joy Bell

View on SEC IAPD

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