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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| Russell Investments | Tacoma | WA | 09/1998 | 01/2017 |
| Not Employed | Seattle | WA | 01/2017 | 05/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 05/2017 | 08/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2017 | 03/2019 |
| Envestnet, Inc./Envestnet Asset Management, Inc. | Berwyn | PA | 04/2019 | 07/2025 |
| Envestnet Securities Inc. | Berwyn | PA | 05/2024 | 07/2025 |
| Assetmark Financial Holdings, Inc. | Seattle | WA | 07/2025 | Present |
| Assetmark Brokerage, Llc | Seattle | WA | 10/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HRS / MONTHLY - SENIOR VICE PRESIDENT, HEAD OF RIA for 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 | 2008-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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