DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dylan Morris Power | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Tyler West Vernieu | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 24, 2023 |
| Sean Michael Ryan | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| William J Tran | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Brittany Webb | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Brandon Richard Bishop | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Michael Thomas Mannix | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 24, 2023 |
| Pelayo E Rodriguez | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Christopher Ward West | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Stephen Andrew Taylor | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Mason Gillan | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Benjamin D Smith | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Jacob Philip Motz | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 23, 2023 |
| Emma Hazel Cramm | Raymond James Financial Services Advisors, Inc BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2023 | Nov 6, 2023 |
| Lauren J Palacio | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2023 | Sep 22, 2023 |
| Kevin Jarrell Thomas | Vanguard Advisers, Inc. BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2023 | Aug 14, 2026 (1080 d) |
| Hunter Christian Ager | Masterworks Advisers, LLC asset manager | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | Aug 4, 2023 | Aug 22, 2023 |
| Maxwell Taylor Sewell | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2023 | Feb 24, 2025 (615 d) |
| Charles Kendall Wolff | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Sep 1, 2023 (119 d) |
| Mark Joseph Delucia | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Oct 1, 2025 (880 d) |
| Fadel Krisht | Mariner Advisor Network BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2023 | Apr 28, 2023 |
| Olanrewaju Isaac Shogbola | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2023 | Mar 27, 2023 |
| Brandon Francis Shimoun | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 5, 2023 | Aug 28, 2024 (601 d) |
| Devin Jarell Saunders | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2022 | Sep 21, 2022 |
| Jeremy Lam | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2022 | Sep 19, 2022 |
| Bryce Morgan Bockin | Cetera Advisor Networks LLC BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2022 | Jul 27, 2022 |
| Peter James Kalil | Vanguard Advisers, Inc. BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2022 | Aug 9, 2022 |
| Sanjay Britto | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 21, 2022 | Aug 10, 2022 (50 d) |
| Michael Lawrence Penna | Etico Wealth Management LLC independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2022 | Jul 28, 2023 (445 d) |
| Kerese Kayon Traille | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2022 | Jun 3, 2022 (42 d) |
| Matthew James Mccann | J.P. Morgan Securities LLC wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 19, 2022 | Jun 30, 2022 (72 d) |
| John Robert Stoll | Charles Schwab & Co., Inc. national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2022 | Apr 7, 2022 |
| Edward Joseph Zegers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 28, 2022 | May 3, 2022 (36 d) |
| Sloan J Luckie | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2022 | Feb 23, 2022 |
| Samuel Dennis Statham | Cetera Investment Advisers LLC BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2022 | Oct 12, 2022 (239 d) |
| Gregory Chocko | Morgan Stanley wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 8, 2022 | Mar 24, 2022 (44 d) |
| John Joseph Riker | Pruco Securities, LLC BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2021 | Feb 17, 2022 (63 d) |
| Zachary James Augliano | UBS Financial Services Inc. wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2021 | Feb 14, 2022 (74 d) |
| John Travis Fealy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 27, 2021 | Oct 3, 2021 (37 d) |
| Alvin Desire Fonkoua Sop | Charles Schwab & Co., Inc. national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2021 | Oct 18, 2021 (88 d) |
| Reginne Arevalo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 12, 2021 | Aug 5, 2022 (389 d) |
| Lukas SimóN Voith | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2021 | Oct 28, 2021 (113 d) |
| Kimberly Nute-Jones | Morgan Stanley wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 20, 2021 |
| Joy Sahara Bell | Wells Fargo Advisors wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 25, 2021 | Apr 27, 2021 (33 d) |
| Naysan Vahdat | Wells Fargo Advisors wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2021 | Oct 14, 2021 (220 d) |
| Dwaine Adolph Campbell | J.P. Morgan Securities LLC wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 26, 2021 | Feb 4, 2021 |
| Timothy P Oleary | Td Ameritrade, Inc. no RAUM | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | Dec 31, 2020 | Apr 29, 2022 (484 d) |
| Adam Carll | Wilbanks, Smith & Thomas Asset Management, LLC independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2020 | May 15, 2025 (1626 d) |
| Kevin M Ryan | Td Ameritrade, Inc. no RAUM | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | Mar 7, 2020 | Mar 13, 2020 |
| Mark Agnew | Personal Capital Advisors Corporation independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2020 | Mar 3, 2020 |
| Madhavi Niranjan Holay | Waddell & Reed BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2020 | Feb 13, 2020 |
| Matthew L Ward | Hsbc Securities (USA) Inc. BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2019 | Aug 10, 2021 (628 d) |
| Debra Inez Doe | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 18, 2019 | Dec 16, 2019 |
| Brantley Matthew Young | Usaa Investment Services Company BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2019 | Nov 21, 2019 |
| Matthew Stephen Marchak | Wells Fargo Advisors wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 7, 2019 | Jan 28, 2020 (82 d) |
| Paul E Gugino | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 11, 2019 | Apr 22, 2021 (559 d) |
| Katharine Ann Murphy | H. Beck, Inc. BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2019 | Oct 10, 2019 (34 d) |
| Michael Shane Sullivan | Cetera Advisor Networks LLC BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Nov 2, 2023 (1571 d) |
| Christopher E Sutton | Northwestern Mutual Investment Services,LLC no RAUM | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | Jun 7, 2019 | Apr 22, 2021 (685 d) |
| Jason Halbrooks | Edward Jones national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2019 | Feb 11, 2020 (278 d) |
222 moves match.