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Advisor at GCB PRIVATE WEALTH
AUSTIN, TX | Anoka, MN
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 |
|---|---|---|---|---|---|---|
| GCB PRIVATE WEALTH | State registered | Jun 30, 2025 | n/a | yes | AUSTIN, TX|Anoka, MN | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 24, 2023 | Jul 26, 2023 | no | Wayzata, MN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 11, 2006 | Dec 1, 2006 | no | SANTA FE, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | GCB PRIVATE WEALTH | Jul 26, 2023 | Jun 30, 2025 | 705 | Firm change after gap | Wirehouse to state RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Dec 1, 2006 | Jan 24, 2023 | 5,898 | Firm change after gap | Wirehouse to wirehouse |