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Tahra Albert Wohlert

Goldman Sachs Wealth Services, L.P.

Parsippany, NJ

East Washington Dc, DC

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-08-12
NJ RA APPROVED 2021-03-04
  • DC RA
    APPROVED
    Since 2026-08-12
  • NJ RA
    APPROVED
    Since 2021-03-04

Branch Locations

8 Campus Drive Third Floor, Parsippany, NJ 07054 • United States

101 Constitution Avenue Suite 1000, East Washington Dc, DC 20001 • 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 Parsippany NJ 06/2020 01/2021
Redcrow Mill Valley CA 05/2018 08/2018
Rkl Wealth Management Llc Lancaster PA 06/2019 08/2019
Ameriprise Financial Services, Inc. Greensboro NC 01/2019 01/2020
The Mainstage Mill Valley CA 04/2020 06/2020
High Point University High Point NC 08/2016 06/2020
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 05/2018 → 08/2018
    Redcrow
    Mill Valley, CA
  • 06/2019 → 08/2019
    Rkl Wealth Management Llc
    Lancaster, PA
  • 01/2019 → 01/2020
    Ameriprise Financial Services, Inc.
    Greensboro, NC
  • 04/2020 → 06/2020
    The Mainstage
    Mill Valley, CA
  • 08/2016 → 06/2020
    High Point University
    High Point, NC
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-22
  • S66 Uniform Combined State Law Examination
    2021-02-22

View on SEC IAPD

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Other Investors

JOHN VINCENT WALLACE
JOSEPH ISMAEL RODRIGUEZ
Cal Jason Smith
PATRICK MICHAEL STANTON
JUSTIN TAEJUN YOON
MATTHEW PAUL PANEK
FRANK MICHAEL IMBRIACO
VIJAY LEVENTHAL

Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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