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William J Tran

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-23
  • CA RA
    APPROVED
    Since 2023-10-23

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
Principal Financial Group Costa Mesa CA 08/2016 06/2021
Goldman Sachs Irvine CA 06/2021 Present
Graduate Education At University Of Southern California Los Angeles CA 08/2019 Present
  • 08/2016 → 06/2021
    Principal Financial Group
    Costa Mesa, CA
  • 06/2021 → Present
    Goldman Sachs
    Irvine, CA
  • 08/2019 → Present
    Graduate Education At University Of Southern California
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-27
  • S66 Uniform Combined State Law Examination
    2021-09-27
Other Names
  • Will J Tran

View on SEC IAPD

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