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.

Current firm

GC WEALTH MANAGEMENT RIA, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 13, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S66|S63|S65

First exam

Oct 13, 2000

First registration

May 20, 2019

Dual registered

no

Other names

Jim W Wilcox|JAMES W WILCOX

IAPD individual key

4261884

• Occurred

  Oct 2, 2023
  Advisor changed firm

  James Wightman Wilcox left J.P. Morgan Private Wealth Advisors Llc for Gc Wealth Management Ria, Llc (registered 2023-10-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09d67338-e4c3-cbf6-f476-2a27cae26061

First observed

May 20, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.