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Daniel Lanman

Goldman Sachs Wealth Services, L.P.

Deerfield, IL

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-11-08
  • IL RA
    APPROVED
    Since 2019-11-08

Branch Locations

540 Lake Cook Road Suite 600, Deerfield, IL 60015 • 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 Deerfield IL 06/2019 01/2021
The Red Lion Champaign IL 08/2016 04/2019
Great Lakes Advisors Chicago IL 06/2017 08/2017
Capstone Financial Advisors Downers Grove IL 06/2018 08/2018
University Of Illinois Urbana-Champaign Champaign IL 08/2015 05/2019
Universidad Pontifical Comillas Madrid 01/2018 05/2018
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Deerfield, IL
  • 08/2016 → 04/2019
    The Red Lion
    Champaign, IL
  • 06/2017 → 08/2017
    Great Lakes Advisors
    Chicago, IL
  • 06/2018 → 08/2018
    Capstone Financial Advisors
    Downers Grove, IL
  • 08/2015 → 05/2019
    University Of Illinois Urbana-Champaign
    Champaign, IL
  • 01/2018 → 05/2018
    Universidad Pontifical Comillas
    Madrid
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-04
  • S66 Uniform Combined State Law Examination
    2019-11-04

View on SEC IAPD

Other Firms

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CAPITAL RESOURCE MANAGEMENT,INC.
ROBERTS, GLORE & CO.
PICKWICK WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
NADLER FINANCIAL GROUP, INC.

Other Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo
TIMOTHY PAUL SWIAT
LAURA LEE CARDINAL
PAMELA A CAIN
Amy E Kalas
LANCE PAUL EATON

Other Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

More in Deerfield, IL

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