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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

May 1, 2023

First registration

Sep 30, 2024

Dual registered

no

IAPD individual key

7719765

• Occurred

  May 22, 2025
  Advisor changed firm

  Scott Lachlan Lee left J.P. Morgan Securities Llc for Gc Wealth Management Ria, Llc (registered 2025-05-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1aaf877e-a5d0-f1df-7e3c-d8b915e28dc5

First observed

Sep 30, 2024

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.