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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-16 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/1990 | 01/2024 |
| Charles Schwab Trust Bank, Ssb | Lone Tree | CO | 04/2021 | 01/2024 |
| Assetmark Financial Holdings, Inc | Parker | CO | 06/2025 | Present |
| Extended Sabbatical | Parker | CO | 01/2024 | 06/2025 |
| Assetmark Brokerage, Llc | Parker | CO | 07/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2025 - 160 HRS / MONTHLY - SDBA BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-14 |
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