William J Tran is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with GOLDMAN SACHS WEALTH SERVICES, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2023-10-23 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2021-09-28 | 2023-10-24 | — |