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Reading the graph
Advisor at GOLDMAN SACHS WEALTH SERVICES, L.P.
Dallas, TX | DENVER, CO
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 | Oct 1, 2025 | n/a | yes | Dallas, TX|DENVER, CO | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Feb 14, 2023 | May 5, 2023 | no | San Francisco, CA | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Sep 23, 2022 | Nov 13, 2022 | no | SAN FRANCISCO, CA | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Sep 21, 2011 | Sep 11, 2018 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | GOLDMAN SACHS WEALTH SERVICES, L.P. | May 5, 2023 | Oct 1, 2025 | 880 | Firm change after gap | Ibd to ibd |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | UNITED CAPITAL FINANCIAL ADVISORS | Sep 11, 2018 | Sep 23, 2022 | 1,473 | Firm change after gap | Ibd to ibd |