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Advisor at GOLDMAN SACHS WEALTH SERVICES, L.P.
Miami, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Nov 15, 2023 | n/a | yes | Miami, FL | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Mar 17, 2022 | Nov 17, 2023 | no | Miami, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 27, 2021 | Sep 23, 2021 | no | Tampa, FL | Previous registration |
| WE FAMILY OFFICES | Independent wealth | Sep 15, 2014 | Aug 19, 2016 | no | CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | GOLDMAN SACHS WEALTH SERVICES, L.P. | Nov 17, 2023 | Nov 15, 2023 | -2 | Firm change | RIA to ibd |
| MORGAN STANLEY | UNITED CAPITAL FINANCIAL ADVISORS | Sep 23, 2021 | Mar 17, 2022 | 175 | Firm change | Wirehouse to ibd |
| WE FAMILY OFFICES | MORGAN STANLEY | Aug 19, 2016 | Jan 27, 2021 | 1,622 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:106693:FL:2023-11-17 | Nov 17, 2023 | Nov 15, 2023 | MIAMI, FL | Firm change |