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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_RES 2022-06-06
CA RA APPROVED 2022-01-03
  • TX RA
    APPROVED_RES
    Since 2022-06-06
  • CA RA
    APPROVED
    Since 2022-01-03

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 Troy MI 01/2018 01/2021
North American Bancard Troy MI 12/2013 01/2018
Walsh College Troy MI 01/2016 06/2019
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 01/2018 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Troy, MI
  • 12/2013 → 01/2018
    North American Bancard
    Troy, MI
  • 01/2016 → 06/2019
    Walsh College
    Troy, MI
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
  • S66 Uniform Combined State Law Examination
    2019-01-22

View on SEC IAPD

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