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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-29 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Saratoga Springs, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Saratoga Springs | NY | 09/2013 | Present |
| Assetmark Brokerage, Llc | Saratoga Springs | NY | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2013 - 160 HRS / MONTHLY, REGIONAL DIRECTOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. PROPERTY DEVELOPMENT - PARTNERSHIP - BUYING LAND AND BUILDING A HOME(S) WITH THE PURPOSE OF SELLING AFTER COMPLETION - START DATE 1/21/2020 - SPEND 1-2 HOURS MONTHLY AND 0 HOURS DURING SECURITIES TRADING HOURS - NOT INVESTMENT RELATED. AIRBNB - IN SARATOGA SPRINGS, NY - OWNS MULTIPLE AIRBNB PROPERTIES UNDER THE FOLLOWING LLCs: SARASOGA STATE OF MIND AND DREAMING TREE LAKE PLACID - START DATE 5/1/2024 - 0 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-23 |
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