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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 2025-05-25
  • CA RA
    APPROVED
    Since 2025-05-25

Branch Locations

75 Hawthorne Street Suite 2300, San Francisco, CA 94105 • 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
Sanford C. Bernstein & Co., Llc San Francisco CA 06/2013 01/2018
Ubs Financial Services Inc. San Francisco CA 02/2018 08/2020
First Republic Investment Management, Inc San Francisco CA 09/2020 05/2025
First Republic Securities Company, Llc San Francisco CA 09/2020 10/2023
J.P. Morgan Securities Llc San Francisco CA 09/2023 05/2025
Jp Morgan Chase Bank, N.A. San Francisco CA 10/2023 05/2024
Gc Wealth Management Ria, Llc San Francisco CA 05/2025 Present
  • 06/2013 → 01/2018
    Sanford C. Bernstein & Co., Llc
    San Francisco, CA
  • 02/2018 → 08/2020
    San Francisco, CA
  • 09/2020 → 05/2025
    First Republic Investment Management, Inc
    San Francisco, CA
  • 09/2020 → 10/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 09/2023 → 05/2025
    San Francisco, CA
  • 10/2023 → 05/2024
    Jp Morgan Chase Bank, N.A.
    San Francisco, CA
  • 05/2025 → Present
    San Francisco, CA
Previous Registrations
  • 2024-03-12 → 2025-05-22
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2020-09-14 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2018-03-19 → 2020-09-08
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-19
S63 Uniform Securities Agent State Law Examination 2013-10-21
  • S65 Uniform Investment Adviser Law Examination
    2018-03-19
  • S63 Uniform Securities Agent State Law Examination
    2013-10-21
Designations

View on SEC IAPD

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