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Advisor at GC WEALTH MANAGEMENT RIA, LLC
San Francisco, CA
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 |
|---|---|---|---|---|---|---|
| GC WEALTH MANAGEMENT RIA, LLC | Independent wealth | Nov 16, 2023 | n/a | yes | San Francisco, CA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jul 14, 2021 | Oct 9, 2023 | no | Palo Alto, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | GC WEALTH MANAGEMENT RIA, LLC | Oct 9, 2023 | Nov 16, 2023 | 38 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:327269:CA:2023-10-02 | Oct 9, 2023 | Nov 16, 2023 | PALO ALTO, CA | Firm change |