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Trevor Dinh

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 2022-01-17
  • TX RA
    APPROVED
    Since 2022-01-17

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
Rsm Us Llp Houston TX 01/2019 04/2019
Wells Fargo Chandler AZ 05/2019 08/2019
Willis Johnson & Associates Houston TX 08/2019 12/2019
Wells Fargo Private Bank Austin TX 07/2020 05/2021
Wells Fargo Austin TX 05/2021 10/2021
Goldman Sachs Ayco Personal Financial Management Dallas TX 10/2021 Present
Unemployed Houston TX 01/2020 06/2020
Smelly Pot Houston TX 08/2016 12/2016
Unemployed Houston TX 01/2017 06/2017
85C Bakery Houston TX 06/2017 07/2017
Unemployed Houston TX 08/2017 12/2018
Pokeworks Houston TX 07/2017 07/2017
  • 01/2019 → 04/2019
    Rsm Us Llp
    Houston, TX
  • 05/2019 → 08/2019
    Wells Fargo
    Chandler, AZ
  • 08/2019 → 12/2019
    Willis Johnson & Associates
    Houston, TX
  • 07/2020 → 05/2021
    Wells Fargo Private Bank
    Austin, TX
  • 05/2021 → 10/2021
    Wells Fargo
    Austin, TX
  • 10/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Dallas, TX
  • 01/2020 → 06/2020
    Unemployed
    Houston, TX
  • 08/2016 → 12/2016
    Smelly Pot
    Houston, TX
  • 01/2017 → 06/2017
    Unemployed
    Houston, TX
  • 06/2017 → 07/2017
    85C Bakery
    Houston, TX
  • 08/2017 → 12/2018
    Unemployed
    Houston, TX
  • 07/2017 → 07/2017
    Pokeworks
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-13
  • S66 Uniform Combined State Law Examination
    2022-01-13

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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