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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 | May 25, 2025 | n/a | yes | San Francisco, CA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jan 15, 2021 | May 22, 2025 | no | CHICAGO, IL|San Francisco, CA|Charlotte, NC|SAN FRANCISCO, CA | Previous registration |
| WAYPOINT WEALTH PARTNERS | Former SEC adviser | Jun 7, 2019 | Nov 9, 2020 | no | SAN FRANCISCO, CA | Previous registration |
| VINE STREET WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 22, 2018 | May 23, 2019 | no | MILL VALLEY, CA | Previous registration |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | Asset manager | Feb 1, 2016 | May 31, 2018 | no | San Francisco, CA|PRINCETON, NJ | Previous registration |
| BLACKROCK FUND ADVISORS | Asset manager | Nov 17, 2009 | Mar 8, 2013 | no | SAN FRANCISCO, CA | Previous registration |
| ALLIANCEBERNSTEIN L.P. | Other adviser | Mar 21, 2005 | Nov 23, 2009 | no | SAN FRANCISCO, CA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jan 19, 2004 | Feb 23, 2005 | no | SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | GC WEALTH MANAGEMENT RIA, LLC | May 22, 2025 | May 25, 2025 | 3 | Firm change | Wirehouse to RIA |
| WAYPOINT WEALTH PARTNERS | J.P. MORGAN SECURITIES LLC | Nov 9, 2020 | Jan 15, 2021 | 67 | Firm change | RIA to wirehouse |
| VINE STREET WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH PARTNERS | May 23, 2019 | Jun 7, 2019 | 15 | Firm change | RIA to RIA |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | VINE STREET WEALTH MANAGEMENT, LLC | May 31, 2018 | Jun 22, 2018 | 22 | Firm change | Other |
| BLACKROCK FUND ADVISORS | BLACKROCK INVESTMENT MANAGEMENT, LLC | Mar 8, 2013 | Feb 1, 2016 | 1,060 | Channel change | Other |
| ALLIANCEBERNSTEIN L.P. | BLACKROCK FUND ADVISORS | Nov 23, 2009 | Nov 17, 2009 | -6 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | ALLIANCEBERNSTEIN L.P. | Feb 23, 2005 | Mar 21, 2005 | 26 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:327269:CA:2025-05-16 | May 22, 2025 | May 25, 2025 | SAN FRANCISCO, CA | Firm change |