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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 2019-10-11
  • IL RA
    APPROVED
    Since 2019-10-11

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 07/2019 01/2021
National Home Rentals Chicago IL 05/2018 07/2019
Allied Benefit Systems, Inc. Chicago IL 06/2017 08/2017
Indiana University Bloomington IN 08/2014 05/2018
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 07/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Deerfield, IL
  • 05/2018 → 07/2019
    National Home Rentals
    Chicago, IL
  • 06/2017 → 08/2017
    Allied Benefit Systems, Inc.
    Chicago, IL
  • 08/2014 → 05/2018
    Indiana University
    Bloomington, IN
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-16
S65 Uniform Investment Adviser Law Examination 2019-10-11
  • S63 Uniform Securities Agent State Law Examination
    2020-06-16
  • S65 Uniform Investment Adviser Law Examination
    2019-10-11

View on SEC IAPD

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