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Julian Mitchell Koeneman

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-11-26
  • GA RA
    APPROVED
    Since 2019-11-26

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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 Atlanta GA 06/2019 01/2021
Bank Of America Merrill Lynch Rolling Meadows IL 06/2018 08/2018
Core States Inc. Duluth GA 05/2017 08/2017
University Of South Carolina Columbia SC 08/2015 05/2019
University Of South Carolina Columbia SC 03/2019 04/2019
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Atlanta, GA
  • 06/2018 → 08/2018
    Bank Of America Merrill Lynch
    Rolling Meadows, IL
  • 05/2017 → 08/2017
    Core States Inc.
    Duluth, GA
  • 08/2015 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 03/2019 → 04/2019
    University Of South Carolina
    Columbia, SC
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-21
  • S66 Uniform Combined State Law Examination
    2019-11-21
Other Names
  • Kip Koeneman
  • Julian M Koeneman

View on SEC IAPD

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