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James M Taravella

Goldman Sachs Wealth Services, L.P.

Houston, TX

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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 2023-01-19
  • TX RA
    APPROVED
    Since 2023-01-19

Branch Locations

609 Main Street Suite 2100, Houston, TX 77002 • 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. Houston TX 11/2018 04/2019
The Ayco Company, L.P./Mercer Allied Houston TX 04/2019 01/2021
University Of Houston Houston TX 08/2015 12/2018
Conocophillips Bartlesville OK 05/2017 08/2017
Conocophillips Houston TX 05/2018 08/2018
Willis Johnson & Associates Houston TX 12/2017 05/2018
Young Life Houston TX 08/2018 12/2018
Goldman Sachs & Co. Llc Houston TX 01/2021 Present
  • 11/2018 → 04/2019
    The Ayco Company, L.P.
    Houston, TX
  • 04/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Houston, TX
  • 08/2015 → 12/2018
    University Of Houston
    Houston, TX
  • 05/2017 → 08/2017
    Conocophillips
    Bartlesville, OK
  • 05/2018 → 08/2018
    Conocophillips
    Houston, TX
  • 12/2017 → 05/2018
    Willis Johnson & Associates
    Houston, TX
  • 08/2018 → 12/2018
    Young Life
    Houston, TX
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-01
S66 Uniform Combined State Law Examination 2019-09-28
  • S63 Uniform Securities Agent State Law Examination
    2023-02-01
  • S66 Uniform Combined State Law Examination
    2019-09-28
Designations

View on SEC IAPD

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LPL FINANCIAL LLC
MARINER INDEPENDENT

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JON CARTER VAUGHAN
GREGORY JAMES KALLUS
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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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