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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-08-14 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Camarillo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Camarillo | CA | 08/2014 | Present |
| Assetmark Brokerage, Llc | Camarillo | CA | 08/2014 | Present |
| Hlf Investments Mo Llc | Camarillo | CA | 01/2024 | Present |
| Pacific Paradise 805 Llc | Camarillo | CA | 09/2025 | Present |
| Assetmark, Inc | Camarillo | CA | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2014 - 160 HRS / MONTHLY, SENIOR REGIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. RENTAL PROPERTIES - CAMARILLO, CA - PURCHASING RENTAL PROPERTIES - LONG TERM AND SHORT TERM RENTALS, - START DATE 5/2021 - FULL TIME PROPERTY MANAGERS TAKING CARE OF LONG TERM RENTAL PROPERTIES (HLF INVESTMENTS MO LLC 1/1/24) - SHORT TERM RENTAL PROPERTIES RENTED THROUGH AIRBNB AND SELF MANAGED (PACIFIC PARADISE 805 LLC 9/1/25)- SPEND 8 HOURS/MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
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