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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 2024-09-23
  • CA RA
    APPROVED
    Since 2024-09-23

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
Northwood High School Irvine CA 07/2016 05/2020
Irvine Valley College Irvine CA 06/2020 06/2021
Chapman University Orange CA 07/2021 05/2024
Pimco Newport Beach CA 06/2022 08/2022
Goldman Sachs Newport Beach CA 06/2023 08/2023
Goldman Sachs Newport Beach CA 06/2024 Present
  • 07/2016 → 05/2020
    Northwood High School
    Irvine, CA
  • 06/2020 → 06/2021
    Irvine Valley College
    Irvine, CA
  • 07/2021 → 05/2024
    Chapman University
    Orange, CA
  • 06/2022 → 08/2022
    Pimco
    Newport Beach, CA
  • 06/2023 → 08/2023
    Goldman Sachs
    Newport Beach, CA
  • 06/2024 → Present
    Goldman Sachs
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-14
  • S66 Uniform Combined State Law Examination
    2024-09-14

View on SEC IAPD

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