Desiree Marvel Sii

Current Employers

Employment History

• 01/1997 → 12/2023
  Self Employed
  Lebanon, OR
• 03/2015 → 05/2024
  Sagepoint Financial
  Phoenix, AZ
• 05/2024 → Present
  Assetmark Financial Holdings, Inc.
  Powell Butte, OR
• 06/2024 → Present
  Assetmark Brokerage, Llc
  Powell Butte, OR
• 05/2024 → Present
  Assetmark, Inc
  Powell Butte, OR

Previous Registrations

• 2015-03-04 → 2023-09-29
  Osaic Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
• 2014-11-14 → 2015-02-26
  Charles Schwab & Co., Inc.
  Lebanon, OR
  Jersey City, NJ
• 2009-01-09 → 2014-09-08
  Osaic Wealth, Inc.
  New York, NY
  Irvine, CA
  Scottsdale, AZ
  Scottsdale, AZ
  New York, NY
  Scottsdale, AZ
  New York, NY
  New York, NY
  Scottsdale, AZ
• 2005-10-31 → 2008-12-31
  Osaic Services, Inc.
  Phoenix, AZ
  La Crosse, WI

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2024 - 160 HRS / MONTHLY - VP, HEAD OF STRATEGIC ACCOUNTS OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2002-02-20
• S63 Uniform Securities Agent State Law Examination
  2000-12-04

Other Names

• Desiree Marvel Baze
• Desiree Marvel Headings
• Desiree Marvel Headings