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Joshua Allen Stelzer

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 2014-03-14
  • TX RA
    APPROVED
    Since 2014-03-14

Branch Locations

2001 Ross Avenue Floor 23, Dallas, TX 75201 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 04/2013 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 04/2013 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-10
  • S66 Uniform Combined State Law Examination
    2014-01-10

View on SEC IAPD

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