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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-02-23
  • MI RA
    APPROVED
    Since 2018-02-23

Branch Locations

1301 W. Lake Long Road Suite 360, Troy, MI 48098 • United States

100 Coliseum Drive, Cohoes, NY 12047 • 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./Mercer Allied Troy MI 02/2018 01/2021
Goldman Sachs & Co. Llc Troy MI 01/2021 Present
Goldman, Sachs & Co. New York NY 07/2011 02/2018
  • 02/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Troy, MI
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Troy, MI
  • 07/2011 → 02/2018
    Goldman, Sachs & Co.
    New York, NY
Previous Registrations
Other Businesses

Owner of a residential real estate investment property in Charlevoix, MI. Organization is not primarily engaged in investment-related activities. Start Date: January 6th, 2025. One hour per month. Duties include managing the rental property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-18
S63 Uniform Securities Agent State Law Examination 1998-12-02
  • S65 Uniform Investment Adviser Law Examination
    2001-01-18
  • S63 Uniform Securities Agent State Law Examination
    1998-12-02
Designations

View on SEC IAPD

Other Firms

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Other Offices

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