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Advisor at GOLDMAN SACHS WEALTH SERVICES, L.P.
NEWPORT BEACH, CA
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 | Aug 20, 2025 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Jan 4, 2024 | Aug 8, 2025 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | GOLDMAN SACHS WEALTH SERVICES, L.P. | Aug 8, 2025 | Aug 20, 2025 | 12 | Firm change | Ibd to ibd |