DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 22, 2025 | n/a | yes | Washington, DC|CAMBRIDGE, MA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 11, 2024 | May 22, 2025 | no | Washington, DC|Washington, DC|San Francisco, CA|SAN FRANCISCO, CA | Previous registration |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Sep 27, 2023 | Mar 21, 2025 | no | Washington, DC|Washington, DC | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 26, 2021 | Aug 2, 2023 | no | Baltimore, MD|Lutherville, MD | 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 22, 2025 | 0 | Firm change | Wirehouse to RIA |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Mar 21, 2025 | Mar 11, 2024 | -375 | Bulk transfer | Ibd to wirehouse |
| MORGAN STANLEY | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Aug 2, 2023 | Sep 27, 2023 | 56 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:327269:CA:2025-05-16 | May 22, 2025 | May 22, 2025 | SAN FRANCISCO, CA | Firm change |