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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-29 |
Branch Locations
4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co Llc | New York | NY | 07/2023 | Present |
| Jacks Donuts | Brownsburg | IN | 11/2017 | 08/2020 |
| Vineyard Vines | Indianapolis | IN | 11/2020 | 07/2023 |
| Kpmg | Indianapolis | IN | 06/2021 | 08/2021 |
| Somerset Cpas And Advisors | Indianapolis | IN | 01/2022 | 04/2022 |
| Butler University | Indianapolis | IN | 01/2020 | 03/2020 |
| Butler University | Indianapolis | IN | 08/2021 | 05/2022 |
| Brownsburg High School | Brownsburg | IN | 08/2015 | 05/2019 |
(1) Part-time employee of Bambino Technologies, Inc., a childcare organization. Activity will take place from Irvine, CA. Organization is not primarily engaged in investment-related activity. Start Date: September 12, 2022. Eight hours per week. Duties include providing childcare services for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-12 |
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