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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-28
  • TX RA
    APPROVED
    Since 2019-06-28

Branch Locations

2001 Ross Avenue Floor 23, 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
The Ayco Company, L.P. Dallas TX 01/2018 08/2018
The Ayco Company, L.P./Mercer Allied Dallas TX 08/2018 01/2021
Jp Morgan Dallas TX 05/2017 08/2017
Southern Methodist University Dallas TX 08/2014 05/2018
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 01/2018 → 08/2018
    The Ayco Company, L.P.
    Dallas, TX
  • 08/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 05/2017 → 08/2017
    Jp Morgan
    Dallas, TX
  • 08/2014 → 05/2018
    Southern Methodist University
    Dallas, TX
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24

View on SEC IAPD

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