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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
| NY | RA | APPROVED | 2025-10-24 |
| WA | RA | APPROVED | 2024-02-08 |
Branch Locations
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Bellevue | WA | 06/2008 | 02/2020 |
| Wells Fargo Advisors Llc | Bellevue | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 11/2016 | 02/2020 |
| First Republic Securities Company, Llc | Bellevue | WA | 02/2020 | 09/2023 |
| First Republic Investment Management, Inc. | Bellevue | WA | 02/2020 | 01/2024 |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | 01/2024 |
| Gc Wealth Management Ria, Llc | Cambridge | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-03 |
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