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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-02 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obs Financial Services, Inc. | Whitehouse | OH | 01/2008 | 03/2020 |
| Assetmark Financial Holdings, Inc. | Waterville | OH | 01/2021 | Present |
| Assetmark Financial Holdings, Inc. | Waterville | OH | 04/2020 | 01/2021 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2021 - 160 HRS / MONTHLY, BUSINESS DEVELOPMENT OFFICER OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-08 |
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