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Advisor at GC WEALTH MANAGEMENT RIA, LLC
CAMBRIDGE, MA | Washington, DC
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 | May 20, 2025 | n/a | yes | CAMBRIDGE, MA|Washington, DC | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 26, 2024 | May 16, 2025 | no | San Francisco, CA|Washington, DC|Washington, DC|Palo Alto, CA|SAN FRANCISCO, CA | Previous registration |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | May 24, 2019 | Mar 18, 2025 | no | San Francisco, CA|Washington, DC|Palo Alto, CA|Washington, DC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 1, 1998 | May 28, 2019 | no | WASHINGTON, DC|WASHINGTON, DC|SAN FRANCISCO, CA|PALO ALTO, CA|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | GC WEALTH MANAGEMENT RIA, LLC | May 16, 2025 | May 20, 2025 | 4 | Firm change | Wirehouse to RIA |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Mar 18, 2025 | Mar 26, 2024 | -357 | Bulk transfer | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | May 28, 2019 | May 24, 2019 | -4 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:327269:CA:2025-05-16 | May 16, 2025 | May 20, 2025 | SAN FRANCISCO, CA | Firm change |
| 7691:108559:DC:2019-05-28 | May 28, 2019 | May 24, 2019 | WASHINGTON, DC | Firm change |