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Dana Bertrand

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-30
  • NY RA
    APPROVED
    Since 2021-06-30

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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 Albany NY 11/2015 Present
Seven Horse Pub Saratoga Springs NY 11/2015 10/2016
Bmt Management North Greenbush NY 11/2016 Present
  • 11/2015 → Present
    The Ayco Company, L.P./Mercer Allied
    Albany, NY
  • 11/2015 → 10/2016
    Seven Horse Pub
    Saratoga Springs, NY
  • 11/2016 → Present
    Bmt Management
    North Greenbush, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-24
  • S66 Uniform Combined State Law Examination
    2021-06-24
Other Names
  • Dana Elizabeth Bertrand

View on SEC IAPD

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