DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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 |
|---|---|---|---|---|---|
| Zachary Christopher Welch | Morgan Stanley wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 27, 2026 | Aug 27, 2026 (31 d) |
| Justin William Smith | UBS Financial Services Inc. wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2026 | Jul 14, 2026 |
| Amira Valerie Garwood | Strategic Advisers LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Jul 30, 2026 |
| Momodou Mbenga | The Strategic Financial Alliance BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 12, 2026 |
| Adam Ehab Innab | Alliancebernstein L.P. other | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | May 21, 2026 | Jun 5, 2026 |
| Patrick J Burke | Morgan Stanley wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2026 | Apr 17, 2026 |
| Kevin Thomas Fryc | J.P. Morgan Securities LLC wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 5, 2026 | Mar 25, 2026 |
| Alexander Mauricio Douma | Strategic Advisers LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Mar 9, 2026 (47 d) |
| Alyssa Jordan Benton | MML Investors Services, LLC BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 29, 2026 |
| Dylan Douglas Mcdonald | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Feb 11, 2026 (50 d) |
| Brady Hanson | Centaurus Financial, Inc. BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Aug 20, 2025 |
| Collin Bradley Oneill | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Sep 11, 2025 (50 d) |
| Nolan Michael Godek | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2025 | Feb 12, 2026 (219 d) |
| Abdoulali Ibrahim Jirani | Florida Financial Advisors, LLC BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2025 | Apr 2, 2026 (281 d) |
| Yuan Yao | Gwn Securities Inc. BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Aug 14, 2025 (66 d) |
| Ryan D Molesworth | Nim Wealth Solutions independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2025 | May 14, 2025 |
| John Christian Luttmann | Spartan Wealth Management independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2025 | May 7, 2025 |
| Mike Angel Pecaj | Hantz Financial Services, Inc. independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 15, 2025 | May 12, 2025 |
| Timothy Cristian Schmidt | Neuberger Berman Bd LLC no RAUM | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | Feb 25, 2025 | Mar 3, 2025 |
| Brady J Gockel | Morgan Stanley wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 26, 2024 | Sep 30, 2024 |
| Jack Santora | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2024 | Sep 20, 2024 |
| Christopher Michael Rivas | Northwestern Mutual Investment Services,LLC no RAUM | Goldman Sachs Wealth Services, L.P. BD affiliated | Other | Aug 26, 2024 | Sep 4, 2024 |
| Kyle Alexander Mccarey | Cadaret Grant & Co Inc BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2024 | Sep 11, 2024 |
| Trevar Richard Brown | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2024 | Jan 1, 2025 (260 d) |
| Philip Alan Geleta | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 11, 2024 | Mar 14, 2024 |
| Juan Martin Ponce | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Goldman Sachs Wealth Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 17, 2024 | Aug 28, 2024 (224 d) |
| Akhil Rajiv Iyengar | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2023 | Nov 15, 2023 |
| Frederick Hung Lian Tan | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 6, 2023 |
| Justin J Gradolf | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 15, 2023 |
| Immanuel Yong Zhong Tan | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 10, 2023 |
| Kerly Leandra Chirinos | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 15, 2023 |
| Paul A Mainello | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 10, 2023 |
| James Atkinson | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 15, 2023 |
| Craig Steven Damico | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 10, 2023 |
| Christopher Clayton Cavazos | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 10, 2023 |
| John Fredette | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 10, 2023 |
| Rebecca Mae Hill | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 6, 2023 |
| Edward Geoghan Oconnor | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 10, 2023 |
| Robert Michael Rogers | United Capital Financial Advisors independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 15, 2023 |
| Pasquale Angelo Razzano | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Mar 26, 2026 (875 d) |
| William Calvin Beattie | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Nov 2, 2023 |
| Cassandra C Fullilove | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Nov 2, 2023 |
| Richard Blake Pearce | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Nov 2, 2023 |
| Jennifer Rose Huisking | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Oct 26, 2023 |
| Ashley Robert Schexnaildre | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Nov 2, 2023 |
| Rene Jose Lopezvictoria | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Nov 2, 2023 |
| Hector M Arellano Hernandez | United Capital Financial Advisors BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2023 | Oct 23, 2023 |
| Scott Christopher Bullock | 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 |
| Kevin Patrick Rabbitt | 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 |
| Kelly Marie Rueckert | 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 |
| Dylan Thomas Cooper | 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 |
| Alysia Park | 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 Michael Snapp | 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 |
| Justin Michael Murphy | 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 |
| Donald Lewis | 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 Japowicz | 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 |
| Parker Robert Stone | 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 |
| Jane Veronica Desmond | 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 |
| Robert Eastwood Jones | 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 |
| Eric E Maya | 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 |
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222 moves match.