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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-09 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Deland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2016 | 03/2024 |
| Assetmark Financial Holdings, Inc | Deland | FL | 05/2024 | Present |
| Assetmark Brokerage, Llc | Deland | FL | 06/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2024 - 160 HRS / MONTHLY - SENIOR INVESTMENT SPECIALIST OF 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 | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
Reach out to this advisor