Advisor moves

Departures from Goldman Sachs Wealth Services, L.P.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

615 moves

Advisor	From	To	Type	Left	Registered
Nicole Roxanne Joko	Goldman Sachs Wealth Services, L.P. other	Tbg Advisory Services Corporation unclassified	Other	Oct 28, 2004	Mar 7, 2005 (130 d)
Robert Charles Shier	Goldman Sachs Wealth Services, L.P. other	Tbg Advisory Services Corporation unclassified	Other	Oct 13, 2004	Mar 7, 2005 (145 d)
Adam Paul Newell	Goldman Sachs Wealth Services, L.P. other	Fiducient Advisors LLC other	Other	Sep 27, 2004	Apr 16, 2015 (3853 d)
Douglas James Ulrich	Goldman Sachs Wealth Services, L.P. other	Wolf Financial Management, LLC other	Other	Sep 10, 2004	Jan 6, 2006 (483 d)
Stephen Thomas Reh	Goldman Sachs Wealth Services, L.P. other	Cetera Advisor Networks LLC other	Other	Sep 3, 2004	Jun 30, 2005 (300 d)
Arman Melikian	Goldman Sachs Wealth Services, L.P. other	Mccomsey Asset Management, LLC other	Other	Jul 28, 2004	Jul 11, 2007 (1078 d)
Scott Edward Dietz	Goldman Sachs Wealth Services, L.P. other	Ntv Asset Management, LLC state registered	Other	Jul 20, 2004	Oct 30, 2006 (832 d)
Frank Thomas Waterson	Goldman Sachs Wealth Services, L.P. other	Homrich Berg other	Other	Jul 20, 2004	Oct 21, 2013 (3380 d)
Melissa Kemper Beach	Goldman Sachs Wealth Services, L.P. other	Modera Wealth Management, LLC other	Other	Jun 24, 2004	Jan 24, 2014 (3501 d)
Luke Oneill	Goldman Sachs Wealth Services, L.P. other	Cookson Peirce Wealth Management independent RIA	Other	May 24, 2004	Jun 11, 2018 (5131 d)
Paul Joseph Salerno	Goldman Sachs Wealth Services, L.P. other	Kpmg Investment Advisors unclassified	Other	Aug 12, 2003	Jun 12, 2003
Todd Jason Justice	Goldman Sachs Wealth Services, L.P. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 30, 2003	Sep 8, 2003 (70 d)
William Joseph Stone	Goldman Sachs Wealth Services, L.P. other	Plante Moran Financial Advisors other	Other	Apr 17, 2003	Feb 4, 2010 (2485 d)
Donna Leslie Walton	Goldman Sachs Wealth Services, L.P. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 2, 2003	Nov 14, 2003 (226 d)
Diana Lynn Bacon	Goldman Sachs Wealth Services, L.P. other	Ernst & Young Investment Advisers Llp no RAUM	Other	Jan 15, 2003	Feb 18, 2003 (34 d)

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