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
Rohan Munsif
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Rohan Mihir Munsif
At current firm
1 y
since May 22, 2025
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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 22, 2025 · Cambridge, Ma
- J.P. Morgan Securities LLC wirehouseDec 8, 2023 to May 22, 2025 · San Francisco, Ca
- J.P. Morgan Private Wealth Advisors LLC formerMar 10, 2021 to Mar 20, 2025 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Gc Wealth Management Ria, LLCleft May 22, 2025, registered May 22, 2025 (0 days) · Wirehouse to independent RIA · moved with a team
- J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLCleft Mar 20, 2025, registered Dec 8, 2023 (-468 days) · corporate re-registration, not a move
Signals
- Rohan Munsif left J.P. Morgan Securities Llc for Gc Wealth Management Ria, Llc (registered 2025-05-22)May 22, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address