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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-24 |
Branch Locations
Cincinnati, OH • 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 |
|---|---|---|---|---|
| Abundance Technologies, Inc. | Cincinnati | OH | 04/2004 | 06/2018 |
| Matson Money, Inc | Cincinnati | OH | 07/2004 | 06/2018 |
| Sowell Management Services | North Little Rock | AR | 12/2018 | 12/2023 |
| Unemployed | Cincinnati | OH | 06/2018 | 12/2018 |
| Efficient Advisors | Cincinnati | OH | 08/2020 | 12/2025 |
| Assetmark Financial Holdings, Inc (Afhi) | Cincinnati | OH | 12/2025 | Present |
| Assetmark, Inc. | Cincinnati | OH | 12/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - VICE PRESIDENT, HEAD OF TAMP AND PLATFORM DISTRIBUTION OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-25 |
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