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Daniel Stewart Schramm

Goldman Sachs Wealth Services, L.P.

Chicago, IL

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-21
  • IL RA
    APPROVED
    Since 2024-10-21

Branch Locations

71 South Wacker Drive Suite 1200, Chicago, IL 60606 • 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
Goldman Sachs Chicago IL 08/2024 Present
N/A Milwaukee WI 08/2023 07/2024
Goldman Sachs Chicago IL 06/2023 08/2023
N/A Milwaukee WI 03/2023 06/2023
Gruber Law Offices Milwaukee WI 05/2022 03/2023
N/A Milwaukee WI 08/2021 04/2022
Jpmorgan Chase Boise ID 03/2020 07/2021
Paylocity Meridian ID 01/2020 03/2020
Dutch Bros Boise ID 06/2017 01/2020
Crane Creek Golf Course Boise ID 05/2017 06/2017
Dave & Busters Boise ID 12/2016 03/2017
N/A Boise ID 08/2016 12/2016
  • 08/2024 → Present
    Goldman Sachs
    Chicago, IL
  • 08/2023 → 07/2024
    N/A
    Milwaukee, WI
  • 06/2023 → 08/2023
    Goldman Sachs
    Chicago, IL
  • 03/2023 → 06/2023
    N/A
    Milwaukee, WI
  • 05/2022 → 03/2023
    Gruber Law Offices
    Milwaukee, WI
  • 08/2021 → 04/2022
    N/A
    Milwaukee, WI
  • 03/2020 → 07/2021
    Jpmorgan Chase
    Boise, ID
  • 01/2020 → 03/2020
    Paylocity
    Meridian, ID
  • 06/2017 → 01/2020
    Dutch Bros
    Boise, ID
  • 05/2017 → 06/2017
    Crane Creek Golf Course
    Boise, ID
  • 12/2016 → 03/2017
    Dave & Busters
    Boise, ID
  • 08/2016 → 12/2016
    N/A
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

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James Michael Franch
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PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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