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Liane Pavon Lodeiro

Goldman Sachs Wealth Services, L.P.

Dallas, 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 2020-09-04
  • TX RA
    APPROVED
    Since 2020-09-04

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./Mercer Allied Dallas TX 06/2019 01/2021
The Ayco Company, L.P. Dallas TX 08/2018 06/2019
The University Of Texas At Dallas Richardson TX 08/2017 05/2019
North Lake College Irving TX 08/2016 08/2017
Stitch Fix Dallas TX 05/2015 10/2016
Uber Dallas TX 05/2017 08/2018
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 08/2018 → 06/2019
    The Ayco Company, L.P.
    Dallas, TX
  • 08/2017 → 05/2019
    The University Of Texas At Dallas
    Richardson, TX
  • 08/2016 → 08/2017
    North Lake College
    Irving, TX
  • 05/2015 → 10/2016
    Stitch Fix
    Dallas, TX
  • 05/2017 → 08/2018
    Uber
    Dallas, TX
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-29
  • S66 Uniform Combined State Law Examination
    2020-08-29
Other Names
  • Liane Lodeiro

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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