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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
CA RA APPROVED 2025-10-27
NY RA APPROVED 2025-10-27
MA RA APPROVED 2023-10-12
  • CA RA
    APPROVED
    Since 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27
  • MA RA
    APPROVED
    Since 2023-10-12

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
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
  • 02/2016 → 11/2016
    Wells Fargo Advisors Llc.
    Boston, MA
  • 11/2016 → 02/2018
    Boston, MA
  • 02/2018 → 09/2023
    First Republic Securities Company, Llc
    Boston, MA
  • 02/2018 → 09/2023
    First Republic Investment Management, Inc.
    Boston, MA
  • 09/2023 → Present
    Cambridge, MA
Previous Registrations
  • 2018-03-12 → 2023-10-02
    J.P. Morgan Private Wealth Advisors Llc
    Boston, MA
  • 2016-02-16 → 2018-03-06
    Boston, MA
  • 2008-08-08 → 2016-03-08
    Credit Suisse Securities (Usa) Llc
    Boston, MA
  • 2006-08-31 → 2008-08-21
    Lehman Brothers Inc.
    New York, NY
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-30
  • S66 Uniform Combined State Law Examination
    2006-08-30

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