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Lauren Frances Lingle

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

CRD 7968197

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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-22
  • GA RA
    APPROVED
    Since 2024-10-22

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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 Atlanta GA 08/2024 Present
Unemployed Osprey FL 01/2024 07/2024
Full-Time Education Gainesville FL 08/2019 12/2023
Proforce Personnel Group Inc. Laurel MD 02/2018 12/2022
Full-Time Education Sarasota FL 08/2014 07/2019
  • 08/2024 → Present
    Goldman Sachs
    Atlanta, GA
  • 01/2024 → 07/2024
    Unemployed
    Osprey, FL
  • 08/2019 → 12/2023
    Full-Time Education
    Gainesville, FL
  • 02/2018 → 12/2022
    Proforce Personnel Group Inc.
    Laurel, MD
  • 08/2014 → 07/2019
    Full-Time Education
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-19
  • S66 Uniform Combined State Law Examination
    2024-10-19

View on SEC IAPD

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