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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-04 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 03/2012 | 02/2018 |
| Self-Employed | Los Angeles | CA | 02/2018 | 09/2018 |
| Assetmark Financial Holdings, Inc. | Atlanta | GA | 09/2018 | Present |
| Assetmark Brokerage, Llc | Atlanta | GA | 09/2018 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2018 - 160 HRS / MONTHLY, DIRECTOR, RETIREMENT PRODUCT MANAGEMENT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFLIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-11 |
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