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Joseph James Mathews

Gc Wealth Management Ria, LLC

Cambridge, MA

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Current Employers
Gc Wealth Management Ria, Llc

20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-10-04
  • MA RA
    APPROVED
    Since 2023-10-04

Branch Locations

20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mfs Fund Distributors, Inc. Boston MA 08/2011 02/2020
First Republic Securities Company, Llc Boston MA 02/2020 09/2023
First Republic Investment Management, Inc. Boston MA 02/2020 09/2023
Catalytic Wealth Management Cambridge MA 09/2023 Present
  • 08/2011 → 02/2020
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 02/2020 → 09/2023
    First Republic Securities Company, Llc
    Boston, MA
  • 02/2020 → 09/2023
    First Republic Investment Management, Inc.
    Boston, MA
  • 09/2023 → Present
    Catalytic Wealth Management
    Cambridge, MA
Previous Registrations
  • 2020-08-25 → 2023-10-02
    J.P. Morgan Private Wealth Advisors Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-13
S63 Uniform Securities Agent State Law Examination 2011-09-09
  • S66 Uniform Combined State Law Examination
    2020-08-13
  • S63 Uniform Securities Agent State Law Examination
    2011-09-09
Other Names
  • Joseph James Mathews
  • Joe Mathews

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA
FAYERWEATHER MANAGEMENT, LLC · CAMBRIDGE, MA

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