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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_RES 2022-01-23
CA RA APPROVED 2000-05-11
  • TX RA
    APPROVED_RES
    Since 2022-01-23
  • CA RA
    APPROVED
    Since 2000-05-11

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • 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 Irvine CA 08/1998 01/2021
Goldman Sachs & Co. Llc Irvine CA 01/2021 Present
  • 08/1998 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-09-02
  • S66 Uniform Combined State Law Examination
    1999-09-02

View on SEC IAPD

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