DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GC WEALTH MANAGEMENT RIA, LLC
Washington, DC | CAMBRIDGE, MA
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 21, 2025 | n/a | yes | CAMBRIDGE, MA|Washington, DC | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 8, 2024 | May 22, 2025 | no | Washington, DC|SAN FRANCISCO, CA|Washington, DC|Arlington, VA|SAN FRANCISCO, CA | Previous registration |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | May 23, 2022 | Mar 19, 2025 | no | Washington, DC|Washington, DC | 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 21, 2025 | -1 | Firm change | Wirehouse to RIA |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Mar 19, 2025 | Mar 8, 2024 | -376 | Bulk transfer | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:327269:CA:2025-05-16 | May 22, 2025 | May 21, 2025 | SAN FRANCISCO, CA | Firm change |