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Lucia Na Mwanzia

Goldman Sachs Wealth Services, L.P.

Dallas, TX

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-24
  • TX RA
    APPROVED
    Since 2025-03-24

Branch Locations

2001 Ross Avenue Suite 2800, Dallas, TX 75201 • 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
Equity Bank Kenya Tala 02/2019 05/2020
Bldg Memphis Memphis TN 06/2022 08/2022
First Horizon Bank Memphis TN 06/2023 08/2023
Ubs Financial Services Memphis TN 09/2023 12/2023
Goldman Sachs Ayco Cohoes NY 06/2024 08/2024
Full-Time Education Kitui 01/2007 11/2018
Pre College Break Tala 05/2020 01/2021
Rhodes College Memphis TN 01/2021 06/2022
Rhodes College Memphis TN 08/2022 06/2023
Rhodes College Memphis TN 12/2023 06/2024
Goldman Sachs Ayco Irving TN 01/2025 Present
Rhodes College Memphis TN 06/2024 12/2024
  • 02/2019 → 05/2020
    Equity Bank Kenya
    Tala
  • 06/2022 → 08/2022
    Bldg Memphis
    Memphis, TN
  • 06/2023 → 08/2023
    First Horizon Bank
    Memphis, TN
  • 09/2023 → 12/2023
    Ubs Financial Services
    Memphis, TN
  • 06/2024 → 08/2024
    Goldman Sachs Ayco
    Cohoes, NY
  • 01/2007 → 11/2018
    Full-Time Education
    Kitui
  • 05/2020 → 01/2021
    Pre College Break
    Tala
  • 01/2021 → 06/2022
    Rhodes College
    Memphis, TN
  • 08/2022 → 06/2023
    Rhodes College
    Memphis, TN
  • 12/2023 → 06/2024
    Rhodes College
    Memphis, TN
  • 01/2025 → Present
    Goldman Sachs Ayco
    Irving, TN
  • 06/2024 → 12/2024
    Rhodes College
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
  • S66 Uniform Combined State Law Examination
    2025-03-22
Other Names
  • Lucia Mwanzia
  • Lucia Na Mwanzia

View on SEC IAPD

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