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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 2026-01-30
  • CA RA
    APPROVED
    Since 2026-01-30

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
Ameriprise Financial Services, Llc Aliso Viejo CA 05/2024 11/2025
Zumiez Irvine CA 03/2019 12/2019
The Tea House San Juan CA 02/2022 12/2022
Sanda Pressure Washing Aliso Viejo CA 05/2021 02/2024
Laguna Hills Highschool Laguna Hills CA 09/2016 06/2020
Saddleback College Mission Viejo CA 09/2020 05/2023
Chapman University Orange CA 08/2023 05/2025
Goldman Sachs & Co. Llc New York NY 01/2026 Present
Unemployed Laguna Hills CA 12/2025 12/2025
  • 05/2024 → 11/2025
    Ameriprise Financial Services, Llc
    Aliso Viejo, CA
  • 03/2019 → 12/2019
    Zumiez
    Irvine, CA
  • 02/2022 → 12/2022
    The Tea House
    San Juan, CA
  • 05/2021 → 02/2024
    Sanda Pressure Washing
    Aliso Viejo, CA
  • 09/2016 → 06/2020
    Laguna Hills Highschool
    Laguna Hills, CA
  • 09/2020 → 05/2023
    Saddleback College
    Mission Viejo, CA
  • 08/2023 → 05/2025
    Chapman University
    Orange, CA
  • 01/2026 → Present
    Goldman Sachs & Co. Llc
    New York, NY
  • 12/2025 → 12/2025
    Unemployed
    Laguna Hills, CA
Other Businesses

Owner of Vend-Go-LLC, a vending machine business. Organization operates out of Laguna Hills, CA. Organization is not primarily engaged in investment-related activity. Start Date: March 12, 2026. Three hours per week. Duties include the general management of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-20
  • S66 Uniform Combined State Law Examination
    2026-01-20

View on SEC IAPD

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