Best Investors Account Sign in

Patrick E Mcdonald

Goldman Sachs Wealth Services, L.P.

Dallas, TX

Claim This Profile
Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-19

Branch Locations

2001 Ross Avenue Suite 2800, Dallas, TX 75201 • 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 & Co. Llc Dallas TX 07/2018 Present
Southern Methodist University Dallas TX 06/2016 05/2018
  • 07/2018 → Present
    Goldman Sachs & Co. Llc
    Dallas, TX
  • 06/2016 → 05/2018
    Southern Methodist University
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
S63 Uniform Securities Agent State Law Examination 2018-11-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
  • S63 Uniform Securities Agent State Law Examination
    2018-11-02
Other Names
  • Patrick Mcdonald

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor