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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Plainfield, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dcm Brokers | Chicago | IL | 11/2016 | 10/2018 |
| Dearborn Capital Management | Chicago | IL | 11/2016 | 10/2018 |
| Assetmark Financial Holdings, Inc. | Plainfield | IL | 10/2018 | Present |
| Assetmark Brokerage, Llc | Plainfield | IL | 10/2018 | Present |
| Assetmark, Inc | Plainfield | IL | 05/2018 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2018 - 160 HRS / MONTHLY, NATIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-03 |
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