Krista H Li

Goldman Sachs Wealth Services, L.P.

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Current Employers

Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-20

NJ RA
APPROVED

Since 2025-05-20

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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

Organization	City	State	From	To
Sentinel Real Estate Corporation	New York	NY	12/2015	11/2016
Deloitte	New York	NY	11/2016	10/2018
Kpmg Llp	New York	NY	02/2019	03/2019
Ernst & Young	New York	NY	03/2019	10/2019
Kpmg Llp	New York	NY	01/2020	12/2023
Mathnasium	Livingston	NJ	03/2024	05/2024
Advantage Xpo	Morristown	NJ	05/2024	02/2025
Unemployed	New York	NY	10/2018	02/2019
Unemployed	New York	NY	10/2019	01/2020
Unemployed	New York	NY	12/2023	03/2024
Goldman Sachs Ayco	Morristown	NJ	02/2025	Present

12/2015 → 11/2016

Sentinel Real Estate Corporation

New York, NY
11/2016 → 10/2018

Deloitte

New York, NY
02/2019 → 03/2019

Kpmg Llp

New York, NY
03/2019 → 10/2019

Ernst & Young

New York, NY
01/2020 → 12/2023

Kpmg Llp

New York, NY
03/2024 → 05/2024

Mathnasium

Livingston, NJ
05/2024 → 02/2025

Advantage Xpo

Morristown, NJ
10/2018 → 02/2019

Unemployed

New York, NY
10/2019 → 01/2020

Unemployed

New York, NY
12/2023 → 03/2024

Unemployed

New York, NY
02/2025 → Present

Goldman Sachs Ayco

Morristown, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-16

S66 Uniform Combined State Law Examination

2025-05-16

Other Names

Krista How Yun Li

View on SEC IAPD

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