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Advisor at GC WEALTH MANAGEMENT RIA, LLC
Jackson, WY
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 | Jackson, WY | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Feb 12, 2019 | Oct 4, 2023 | no | Jackson, WY | Previous registration |
| CURI CAPITAL, LLC | Independent wealth | Sep 13, 2012 | Jan 31, 2014 | no | CHICAGO, IL | Previous registration |
| RMB WEST, LLC | Former SEC adviser | Aug 29, 2012 | Jan 31, 2014 | no | DENVER, CO | Previous registration |
| CURI CAPITAL, LLC | Independent wealth | Mar 29, 2010 | Jan 30, 2012 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | GC WEALTH MANAGEMENT RIA, LLC | Oct 4, 2023 | Sep 29, 2023 | -5 | Firm change | Ibd to new firm |
| CURI CAPITAL, LLC | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Jan 31, 2014 | Feb 12, 2019 | 1,838 | Firm change after gap | Other |
| RMB WEST, LLC | CURI CAPITAL, LLC | Jan 31, 2014 | Sep 13, 2012 | -505 | Firm change after gap | Other |
| CURI CAPITAL, LLC | RMB WEST, LLC | Jan 30, 2012 | Aug 29, 2012 | 212 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:327269:WY:2023-10-02 | Oct 4, 2023 | Sep 29, 2023 | JACKSON, WY | Firm change |