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
Arif Ahmed
Feed of 09/15/2026
At current firm
1 y
since May 20, 2025
In the industry
28 y
since Jun 1, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gc Wealth Management Ria, LLC independent RIA currentsince May 20, 2025 · Cambridge, Ma
- J.P. Morgan Securities LLC wirehouseMar 26, 2024 to May 16, 2025 · San Francisco, Ca
- J.P. Morgan Private Wealth Advisors LLC formerMay 24, 2019 to Mar 18, 2025 · San Francisco, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 1, 1998 to May 28, 2019 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Gc Wealth Management Ria, LLCleft May 16, 2025, registered May 20, 2025 (4 days) · Wirehouse to independent RIA · moved with a team
- J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLCleft Mar 18, 2025, registered Mar 26, 2024 (-357 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Private Wealth Advisors LLCleft May 28, 2019, registered May 24, 2019 (-4 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- Arif Ahmed left J.P. Morgan Securities Llc for Gc Wealth Management Ria, Llc (registered 2025-05-20)May 16, 2025 · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address