Best Investors Account Sign in
Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-23
  • CA RA
    APPROVED
    Since 2025-01-23

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
Trader Joe's Orange CA 02/2018 05/2023
Goldman Sachs Newport Beach CA 06/2023 08/2023
Student Alamo CA 08/2007 02/2018
Student Orange CA 05/2023 06/2023
Student Orange CA 08/2023 05/2024
Goldman Sachs Newport Beach CA 07/2024 Present
  • 02/2018 → 05/2023
    Trader Joe's
    Orange, CA
  • 06/2023 → 08/2023
    Goldman Sachs
    Newport Beach, CA
  • 08/2007 → 02/2018
    Student
    Alamo, CA
  • 05/2023 → 06/2023
    Student
    Orange, CA
  • 08/2023 → 05/2024
    Student
    Orange, CA
  • 07/2024 → Present
    Goldman Sachs
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-10
  • S66 Uniform Combined State Law Examination
    2025-01-10

View on SEC IAPD

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor