Nathan Herrera

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

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Current Employers

Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Abercrombie & Fitch	Mission Viejo	CA	08/2019	03/2020
Firstline Home Loans	Newport Beach	CA	09/2020	01/2023
Champs	Brea	CA	04/2023	06/2023
Lulu Lemon	Irvine	CA	09/2023	01/2024
Goldman Sachs	Newport Beach	CA	07/2024	Present
Capistrano Valley High School	Mission Viejo	CA	06/2016	06/2020
California State University Fullerton	Fullerton	CA	08/2020	05/2024

08/2019 → 03/2020

Abercrombie & Fitch

Mission Viejo, CA
09/2020 → 01/2023

Firstline Home Loans

Newport Beach, CA
04/2023 → 06/2023

Champs

Brea, CA
09/2023 → 01/2024

Lulu Lemon

Irvine, CA
07/2024 → Present

Goldman Sachs

Newport Beach, CA
06/2016 → 06/2020

Capistrano Valley High School

Mission Viejo, CA
08/2020 → 05/2024

California State University Fullerton

Fullerton, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-13

S66 Uniform Combined State Law Examination

2024-09-13

View on SEC IAPD

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