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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 | 2025-10-27 |
| MA | RA | APPROVED | 2023-10-12 |
Branch Locations
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Boston | MA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 02/2018 |
| First Republic Securities Company, Llc | Boston | MA | 02/2018 | 09/2023 |
| First Republic Investment Management, Inc. | Boston | MA | 02/2018 | 09/2023 |
| Gc Wealth Management Ria, Llc | Cambridge | MA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-30 |
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