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Advisor at GC WEALTH MANAGEMENT RIA, LLC
CAMBRIDGE, MA | Woodstock, VT
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 23, 2024 | n/a | yes | CAMBRIDGE, MA|Woodstock, VT | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Mar 2, 2018 | Nov 2, 2023 | no | Boston, MA|Palm Beach, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 16, 2016 | Mar 6, 2018 | no | BOSTON, MA | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Aug 8, 2008 | Mar 8, 2016 | no | BOSTON, MA | Previous registration |
| LEHMAN BROTHERS INC. | n/a | Feb 14, 2008 | Aug 21, 2008 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | GC WEALTH MANAGEMENT RIA, LLC | Nov 2, 2023 | May 23, 2024 | 203 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Mar 6, 2018 | Mar 2, 2018 | -4 | Firm change | Other |
| CREDIT SUISSE SECURITIES (USA) LLC | WELLS FARGO ADVISORS | Mar 8, 2016 | Feb 16, 2016 | -21 | Bulk transfer | Other |
| LEHMAN BROTHERS INC. | CREDIT SUISSE SECURITIES (USA) LLC | Aug 21, 2008 | Aug 8, 2008 | -13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:108559:MA:2018-03-06 | Mar 6, 2018 | Mar 2, 2018 | BOSTON, MA | Firm change |