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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-26 |
Branch Locations
Haddon Township, NJ • 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 |
|---|---|---|---|---|
| Pershing Llc | Oakbrook Terrace | IL | 04/2016 | 01/2023 |
| Lockwood Advisors Inc | Pennington | NJ | 04/2016 | 01/2023 |
| Pershing Advisor Solutions Llc | Oakbrook Terrace | IL | 05/2022 | 01/2023 |
| Mml Investors Services, Llc | New York | NY | 10/2023 | 09/2024 |
| Massmutual Life Insurance Co | New York | NY | 10/2023 | 09/2024 |
| Unemployed | Haddon Township | NJ | 02/2023 | 10/2023 |
| Zacks Investment Management | Chicago | IL | 10/2024 | 11/2025 |
| Assetmark Brokerage, Llc | Haddon Township | NJ | 03/2026 | Present |
| Assetmark Financial Holdings, Inc | Haddon Township | NJ | 02/2026 | Present |
| Assetmark, Inc | Haddon Township | NJ | 02/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2026 - 160 HRS / MONTHLY - RIA BUSINESS DEVELOPMENT CONSULTANT 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 | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-20 |
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