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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-10 |
Branch Locations
17950 Preston Road Suite 800, Dallas, TX 75252 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Dallas | TX | 06/2022 | Present |
| Velvet Taco | Dallas | TX | 07/2020 | 05/2022 |
| Texas Tech University | Lubbock | TX | 08/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
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