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William H Jordan

Goldman Sachs Wealth Services, L.P.

Boston, MA

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-03
  • MA RA
    APPROVED
    Since 2024-10-03

Branch Locations

125 High Street 20Th Floor, Boston, MA 02110-2704 • 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
Ymca Of South Palm Beach County Boca Raton FL 05/2018 08/2021
Saint Andrew's School Boca Raton FL 07/2014 05/2020
Boston College Chestnut Hill MA 08/2020 05/2024
Chick-Fil-A-Franchise Boca Raton FL 07/2021 08/2021
Jm Family Enterprises, Inc. Deerfield Beach FL 05/2022 08/2022
Boston College Chestnut Hill MA 01/2023 05/2023
Goldman Sachs Boston MA 06/2023 08/2023
Unemployed Boca Raton FL 05/2024 07/2024
Goldman Sachs Boston FL 07/2024 Present
  • 05/2018 → 08/2021
    Ymca Of South Palm Beach County
    Boca Raton, FL
  • 07/2014 → 05/2020
    Saint Andrew's School
    Boca Raton, FL
  • 08/2020 → 05/2024
    Boston College
    Chestnut Hill, MA
  • 07/2021 → 08/2021
    Chick-Fil-A-Franchise
    Boca Raton, FL
  • 05/2022 → 08/2022
    Jm Family Enterprises, Inc.
    Deerfield Beach, FL
  • 01/2023 → 05/2023
    Boston College
    Chestnut Hill, MA
  • 06/2023 → 08/2023
    Goldman Sachs
    Boston, MA
  • 05/2024 → 07/2024
    Unemployed
    Boca Raton, FL
  • 07/2024 → Present
    Goldman Sachs
    Boston, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-14
  • S66 Uniform Combined State Law Examination
    2024-09-14
Other Names
  • William H Jordan
  • Will H Jordan
  • Billy H Jordan
  • William Henry Jordan

View on SEC IAPD

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Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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