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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-02
  • IL RA
    APPROVED
    Since 2024-10-02

Branch Locations

540 Lake Cook Road Suite 600, Deerfield, IL 60015 • 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
Goldman Sachs Deerfield IL 07/2024 Present
William Blair Chicago IL 06/2023 07/2023
Hinsdale Golf Club Clarendon Hills IL 06/2016 08/2022
Private Vista Llc Chicago IL 06/2021 08/2021
Indiana University Bloomington IN 08/2020 05/2024
  • 07/2024 → Present
    Goldman Sachs
    Deerfield, IL
  • 06/2023 → 07/2023
    William Blair
    Chicago, IL
  • 06/2016 → 08/2022
    Hinsdale Golf Club
    Clarendon Hills, IL
  • 06/2021 → 08/2021
    Private Vista Llc
    Chicago, IL
  • 08/2020 → 05/2024
    Indiana University
    Bloomington, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-20
  • S66 Uniform Combined State Law Examination
    2024-02-20
Other Names
  • Thomas Zimmerman

View on SEC IAPD

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