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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-07 |
Branch Locations
Half Moon Bay, CA • United States
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 |
|---|---|---|---|---|
| National Financial Services | Sanfrancisco | CA | 05/2007 | 04/2021 |
| Lpl Financial Llc | Half Moon Bay | CA | 04/2021 | 07/2024 |
| Calibri Strategies, Llc | Half Moon Bay | CA | 07/2024 | Present |
| Assetmark Brokerage, Llc | Half Moon Bay | CA | 01/2025 | Present |
| Assetmark Financial Holdings, Inc | Half Moon Bay | CA | 12/2024 | Present |
| Assetmark, Inc | Half Moon Bay | CA | 12/2024 | Present |
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2024 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT OFFICER, FINANCIAL INSTITUTIONS OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) COLIBRI STRATEGIES, LLC - NOT INVESTMENT-RELATED - IN HALF MOON BAY, CA - A MANAGEMENT CONSULTING FIRM - FOUNDER - START DATE 7/2024 - 0-20 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - MANAGEMENT CONSULTING SERVICES AND VARIOUS PROJECTS TO C-LEVEL ENTERPRISE FIRMS AND OWNERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-28 |
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