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Truell Marvis Williams

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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-28

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
Asu Tempe AZ 01/2021 01/2023
Experis Milwaukeee WI 09/2023 01/2024
Bowlero Mechanicsville VA 07/2022 05/2024
Unemployed Tempe AZ 08/2014 06/2024
Charles Schwab & Co., Inc. Chicago IL 02/2024 08/2025
Goldman Sachs & Co. Llc New York NY 01/2026 Present
Unemployed Chicago IL 08/2025 01/2026
  • 01/2021 → 01/2023
    Asu
    Tempe, AZ
  • 09/2023 → 01/2024
    Experis
    Milwaukeee, WI
  • 07/2022 → 05/2024
    Bowlero
    Mechanicsville, VA
  • 08/2014 → 06/2024
    Unemployed
    Tempe, AZ
  • 02/2024 → 08/2025
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 01/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 08/2025 → 01/2026
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
S63 Uniform Securities Agent State Law Examination 2025-01-10
  • S66 Uniform Combined State Law Examination
    2025-10-20
  • S63 Uniform Securities Agent State Law Examination
    2025-01-10
Other Names
  • Truell Marvis Williams

View on SEC IAPD

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