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Advisor at GC WEALTH MANAGEMENT RIA, LLC
Bellevue, WA
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 | Jan 19, 2024 | n/a | yes | Bellevue, WA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Dec 8, 2021 | Jan 22, 2024 | no | Bellevue, WA|Bellevue, WA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 20, 2020 | Dec 16, 2021 | no | Bellevue, WA|Bellevue, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | GC WEALTH MANAGEMENT RIA, LLC | Jan 22, 2024 | Jan 19, 2024 | -3 | Firm change | Ibd to RIA |
| UBS FINANCIAL SERVICES INC. | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Dec 16, 2021 | Dec 8, 2021 | -8 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:327269:WA:2024-01-22 | Jan 22, 2024 | Jan 19, 2024 | BELLEVUE, WA | Firm change |