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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
WA RA APPROVED 2024-01-19
  • WA RA
    APPROVED
    Since 2024-01-19

Branch Locations

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • 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 Bank Na Seattle WA 08/2004 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
Catalytic Wealth Management Cambridge MA 01/2024 Present
  • 08/2004 → 02/2020
    Wells Fargo Bank Na
    Seattle, WA
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Bellevue, WA
  • 11/2016 → 02/2020
    Bellevue, WA
  • 02/2020 → 09/2023
    First Republic Securities Company, Llc
    Bellevue, WA
  • 02/2020 → 01/2024
    First Republic Investment Management, Inc.
    Bellevue, WA
  • 09/2023 → 01/2024
    J.P. Morgan Securities Llc
    Bellevue, WA
  • 01/2024 → Present
    Catalytic Wealth Management
    Cambridge, MA
Previous Registrations
  • 2020-02-14 → 2024-02-07
    J.P. Morgan Private Wealth Advisors Llc
    Bellevue, WA
    Bellevue, WA
  • 2011-01-03 → 2020-02-20
    Minneapolis, MN
    Bellevue, WA
    Tacoma, WA
    Charlotte, NC
    Seattle, WA
    Minneapolis, MN
    Tarpon Springs, FL
  • 2009-10-29 → 2011-01-03
    Wells Fargo Investments, Llc
    Bellevue, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-28
  • S66 Uniform Combined State Law Examination
    2009-10-28
Other Names
  • Leigh Allison Kraft
  • Leigh A Flor
  • Leigh Allison Flor

View on SEC IAPD

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