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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-30 |
Branch Locations
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
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 |
|---|---|---|---|---|
| Hanson Mcclain | Sacramento | CA | 08/2006 | 12/2018 |
| Hanson Mcclain | Sacramento | CA | 04/2008 | 12/2018 |
| Mit Associates, Llc | Tiburon | CA | 06/2025 | 10/2025 |
| Thrivent Advisor Network | Minneapolis | MN | 03/2021 | 12/2021 |
| Bluspring Wealth Partnes | Austin | TX | 10/2022 | 05/2025 |
| Not Employed | Chicago | IL | 01/2019 | 02/2021 |
| Not Employed | Chicago | IL | 01/2022 | 09/2022 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 12/2025 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 01/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT 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 | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-08 |
| S66 | Uniform Combined State Law Examination | 2002-04-12 |
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