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Rene Jose Lopezvictoria

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 2023-11-02
  • TX RA
    APPROVED
    Since 2023-11-02

Branch Locations

2001 Ross Avenue Suite 2800, Dallas, TX 75201 • 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
Goldman Sachs & Co. Dallas TX 07/2015 Present
United Capital Financial Advisers, Llc Newport Beach CA 01/2021 Present
  • 07/2015 → Present
    Goldman Sachs & Co.
    Dallas, TX
  • 01/2021 → Present
    United Capital Financial Advisers, Llc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-22
S66 Uniform Combined State Law Examination 2015-09-04
  • S65 Uniform Investment Adviser Law Examination
    2021-02-22
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Rene Jose Lopezvictoria Lopez
  • Rene Lopezvictoria

View on SEC IAPD

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