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Advisor at GC WEALTH MANAGEMENT RIA, LLC
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 | Oct 4, 2023 | n/a | yes | CAMBRIDGE, MA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Feb 23, 2022 | Oct 2, 2023 | no | 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 | Oct 2, 2023 | Oct 4, 2023 | 2 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:327269:MA:2023-10-02 | Oct 2, 2023 | Oct 4, 2023 | BOSTON, MA | Firm change |