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Matthew James Mccann

Goldman Sachs Wealth Services, L.P.

Dallas, TX

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-30
  • TX RA
    APPROVED
    Since 2022-06-30

Branch Locations

2001 Ross Avenue Floor 23, Dallas, TX 75201 • 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
Benziger Family Winery Glen Ellen CA 09/2016 08/2017
Morgan Stanley Dallas TX 08/2018 11/2020
Morgan Stanley Private Bank, N.A. Dallas TX 08/2018 11/2020
Jpmorgan Chase Bank, N.A. Plano TX 11/2020 05/2022
J.P. Morgan Securities Llc Plano TX 11/2020 05/2022
Morgan Stanley Santa Rosa CA 08/2017 08/2018
Morgan Stanley Private Bank, N.A. Santa Rosa CA 08/2017 08/2018
Goldman Sachs Dallas TX 05/2022 Present
  • 09/2016 → 08/2017
    Benziger Family Winery
    Glen Ellen, CA
  • 08/2018 → 11/2020
    Morgan Stanley
    Dallas, TX
  • 08/2018 → 11/2020
    Morgan Stanley Private Bank, N.A.
    Dallas, TX
  • 11/2020 → 05/2022
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 11/2020 → 05/2022
    J.P. Morgan Securities Llc
    Plano, TX
  • 08/2017 → 08/2018
    Morgan Stanley
    Santa Rosa, CA
  • 08/2017 → 08/2018
    Morgan Stanley Private Bank, N.A.
    Santa Rosa, CA
  • 05/2022 → Present
    Goldman Sachs
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-25
  • S66 Uniform Combined State Law Examination
    2017-07-25
Other Names
  • Matt Mccann
  • Matthew James Mccann
  • Matthew Mccann

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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