DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Christopher James Wolfe

Gc Wealth Management Ria, LLCindependent RIACambridge, Ma IA-onlyIAPD 2055127

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Christopher James Wolfe

At current firm

0 y

since Dec 19, 2025

In the industry

33 y

since Nov 24, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gc Wealth Management Ria, LLC independent RIA current
since Dec 19, 2025 · Stamford, Ct
Pennington Partners & Co., LLC independent RIA
Jan 31, 2025 to Nov 24, 2025 · Bethesda, Md
J.P. Morgan Securities LLC wirehouse
May 30, 2024 to Jul 26, 2024 · New York, Ny
J.P. Morgan Private Wealth Advisors LLC former
Jul 6, 2016 to Jul 29, 2024 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 8, 2011 to Jul 5, 2016 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 27, 2006 to Sep 29, 2009 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Pennington Partners & Co., LLC to Gc Wealth Management Ria, LLC
left Nov 24, 2025, registered Dec 19, 2025 (25 days) · RIA to RIA
J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLC
left Jul 29, 2024, registered May 30, 2024 (-60 days) · channel change inside one enterprise, not a move · moved with a team
J.P. Morgan Securities LLC to Pennington Partners & Co., LLC
left Jul 26, 2024, registered Jan 31, 2025 (189 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Private Wealth Advisors LLC
left Jul 5, 2016, registered Jul 6, 2016 (1 days) · Other

Signals

Christopher James Wolfe left Pennington Partners & Co., Llc for Gc Wealth Management Ria, Llc (registered 2025-12-19)
Nov 24, 2025 · Advisor changed firm · fact
Christopher James Wolfe left J.P. Morgan Securities Llc for Pennington Partners & Co., Llc (registered 2025-01-31)
Jul 26, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address