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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-14
  • CA RA
    APPROVED
    Since 2025-10-14

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
J.P. Morgan Securities Llc Laguna Niguel CA 12/2023 07/2025
Jpmorgan Chase Bank, N.A. Laguna Niguel CA 08/2022 07/2025
Costco Wholesale El Centro CA 10/2019 12/2019
Peopleready Palm Desert CA 11/2017 01/2018
Tilly's Calexico CA 11/2016 01/2017
Olive Garden El Centro CA 03/2016 11/2016
Letus/Rentmoola San Diego CA 12/2021 07/2022
City Of El Centro El Centro CA 06/2017 08/2017
Costco Wholesale El Centro CA 03/2020 12/2021
Unemployed Heber CA 09/2017 10/2017
Unemployed Heber CA 02/2018 09/2019
Unemployed Heber CA 01/2020 02/2020
Unemployed Heber CA 01/2017 06/2017
Goldman Sachs & Co. Llc. New York NY 07/2025 Present
  • 12/2023 → 07/2025
    J.P. Morgan Securities Llc
    Laguna Niguel, CA
  • 08/2022 → 07/2025
    Jpmorgan Chase Bank, N.A.
    Laguna Niguel, CA
  • 10/2019 → 12/2019
    Costco Wholesale
    El Centro, CA
  • 11/2017 → 01/2018
    Peopleready
    Palm Desert, CA
  • 11/2016 → 01/2017
    Tilly's
    Calexico, CA
  • 03/2016 → 11/2016
    Olive Garden
    El Centro, CA
  • 12/2021 → 07/2022
    Letus/Rentmoola
    San Diego, CA
  • 06/2017 → 08/2017
    City Of El Centro
    El Centro, CA
  • 03/2020 → 12/2021
    Costco Wholesale
    El Centro, CA
  • 09/2017 → 10/2017
    Unemployed
    Heber, CA
  • 02/2018 → 09/2019
    Unemployed
    Heber, CA
  • 01/2020 → 02/2020
    Unemployed
    Heber, CA
  • 01/2017 → 06/2017
    Unemployed
    Heber, CA
  • 07/2025 → Present
    Goldman Sachs & Co. Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-13
S63 Uniform Securities Agent State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2025-10-13
  • S63 Uniform Securities Agent State Law Examination
    2024-03-04

View on SEC IAPD

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