Best Investors Account Sign in
Inactive

Marc Dale Goldstein

Haven Wealth Group

Atlanta, GA

Claim This Profile
Current Employers
Haven Wealth Group

1111 North Loop West, Ste 1110, Houston, TX 77008-1773 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-04-16
  • GA RA
    APPROVED
    Since 2018-04-16

Branch Locations

8309 Hewlett Rd., Atlanta, GA 30350 • 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
Black Diamond Investment Partners, Llc Atlanta GA 07/2011 10/2016
  • 07/2011 → 10/2016
    Black Diamond Investment Partners, Llc
    Atlanta, GA
Previous Registrations
  • 2016-10-31 → 2017-12-31
    Atlanta, GA
  • 2011-07-26 → 2016-10-03
    Black Diamond Investment Partners, Llc
    Atlanta, GA
Other Businesses

MARC GOLDSTEIN HAS INVESTED IN THE FOLLOWING REAL ESTATE AND HEDGE FUNDS AS A LIMITED PARTNER. HE SPENDS LESS THAN 1 HOUR PER MONTH ON THESE INVESTMENTS. 1.OPPORTUNITY PARTNERS (3375 BLACKBRIDLE WALK, MARIETTA GA 30067) - THIS PARTNERSHIP IS INVESTED IN A PRIVATE EQUITY FUND HOLDING THROUGH WEXFORD CAPITAL MANAGEMENT CALLED WEXFORD VII. 2.OPPORTUNITY PARTNERS II (3375 BLACKBRIDLE WALK, MARIETTA GA 30067 - THIS PARTNERSHIP IS INVESTED IN 3 HEDGE FUNDS AND A PRIVATE EQUITY FUND. THE HEDGE FUND HOLDINGS ARE WEXFORD CATALYST FUND, WEXFORD CREDIT OPPORTUNITY FUND, TESERA FUND RUN BY RK CAPITAL MANAGEMENT AND A PRIVATE EQUITY NAMED WEXFORD IX. 3.ARNOLD MILL PARTNERS (8309 HEWLETT RD ATLANTA, GA 30350) - OWNS 15 Sewer Taps 4.TSO REAL ESTATE FUND (1401 PEACHTREE ST, STE. 400 ATLANTA, GA 30309) - PASSIVE REAL ESTATE INVESTMENT FUND. 5. MARC IS A PARTNER IN 189 LITTLE VICTORIA RD. WOODSTOCK, GA 30188. 6. MARC IS A PARTNER AND INVESTOR IN GO GREEK (SON'S BUSINESS)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-23
S63 Uniform Securities Agent State Law Examination 1993-06-09
  • S65 Uniform Investment Adviser Law Examination
    2011-07-23
  • S63 Uniform Securities Agent State Law Examination
    1993-06-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor