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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-15 |
Branch Locations
Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-28 |
| NC | RA | APPROVED | 2018-03-07 |
| WV | RA | APPROVED | 2015-01-14 |
| OH | RA | APPROVED | 2015-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Badgley & Christ, Ac | Raleigh | NC | 01/1990 | Present |
| Sam Badgley Inc. | Raleigh | NC | 01/2010 | Present |
| Efficient Advisors | Raleigh | NC | 01/2025 | 06/2026 |
| Assetmark, Inc. | Raleigh | NC | 06/2026 | Present |
1)ASSETMARK, INC. - a REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED - REGISTERED IAR/SOLICITOR IN RALEIGH, NC- START DATE 6/2026 - SPENDS 48 HRS/MO DURING TRADING. 2)BADGLEY & CHRIST,AC.; NON-INVESTMENT RELATED; RALEIGH, NC; TAX PREPARATION AND ACCOUNTING FIRM; VICE PRESIDENT; START - 01/1990; SPENDS APPROX. 10% OF HIS TIME ON THIS ACTIVITY. 3) SAM BADGLEY INC. - REGISTERED INVESTMENT ADVISER - IN RALEIGH, NC - PRESIDENT - INVESTMENT RELATED - START DATE 01/2010 -SPENDS A MAJORITY OF TIME ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
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