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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 | Sep 29, 2023 | n/a | yes | San Francisco, CA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Feb 26, 2016 | May 19, 2023 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA|San Francisco, CA|San Francisco, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 9, 2005 | Feb 17, 2016 | no | SAN FRANCISCO, CA|NEW YORK, NY|NEW YORK, NY|SAN FRANCISCO, CA | Previous registration |
| MERRILL LYNCH INVESTMENT MANAGERS LP | n/a | Jun 20, 2002 | Nov 9, 2005 | no | PRINCETON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | GC WEALTH MANAGEMENT RIA, LLC | May 19, 2023 | Sep 29, 2023 | 133 | Firm change | Ibd to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Feb 17, 2016 | Feb 26, 2016 | 9 | Firm change | Other |
| MERRILL LYNCH INVESTMENT MANAGERS LP | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 9, 2005 | Nov 9, 2005 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:108559:CA:2016-02-17 | Feb 17, 2016 | Feb 26, 2016 | SAN FRANCISCO, CA | Firm change |