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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 2018-02-23
  • CA RA
    APPROVED
    Since 2018-02-23

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
The Ayco Company, L.P./Mercer Allied Irvine CA 08/2015 01/2021
Goldman Sachs & Co. Llc Irvine CA 01/2021 Present
  • 08/2015 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Irvine, CA
Other Businesses

(1) Product Reviewer for TopBox, LLC, a product sampling company. Activity will take place out of Huntington Beach, CA. Organization is not primarily engaged in investment-related activity. Start Date: January 21, 2024. One hour per year. Duties include taking surveys, testing, and reviewing products. (2) Product Reviewer for BzzAgent, Inc., a product sampling company. Activity will take place out of Huntington Beach, CA. Organization is not primarily engaged in investment-related activity. Start Date: January 21, 2024. One hour per year. Duties include taking surveys, testing, and reviewing products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-20
  • S66 Uniform Combined State Law Examination
    2018-02-20

View on SEC IAPD

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