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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-30 |
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 |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Phoenix | AZ | 08/2014 | Present |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2014 - 160 HRS / MONTHLY, ADVISOR SUCCESS CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. START:10/30/17;PHOENIX HOCKEY REFEREE ASSOCIATION & CENTRAL HOCKEY LEAGUE ;INVESTMENT RELATED:NO; PHOENIX,AZ; President of Arizona Hockey Referee Association ;OFFICIATING YOUTH HOCKEY GAMES; HRS MONTHLY 24, HRS DURING TRADING 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-20 |
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