Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-25 |
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 |
|---|---|---|---|---|
| Wellness Investment Advisers Llc | Dublin | OH | 04/2016 | 03/2017 |
| Ohio Financial Center | Dublin | OH | 04/2016 | 03/2017 |
| The Pacific Financial Group, Inc. | Bellevue | WA | 03/2017 | 07/2025 |
| Assetmark Financial Holdings, Inc | Powell | OH | 07/2025 | Present |
| Assetmark Brokerage, Llc | Powell | OH | 02/2026 | Present |
| Assetmark, Inc. | Powell | OH | 07/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HRS / MONTHLY - SDBA BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-07 |
| S66 | Uniform Combined State Law Examination | 1999-07-13 |
Reach out to this advisor