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Madelon Ross Johnson

Assetmark, Inc.

Seffner, FL

Concord, CA

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Current Employers
Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-28
  • FL RA
    APPROVED
    Since 2022-07-28

Branch Locations

Seffner, FL • United States

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suncoast Credit Union Tampa FL 08/2015 08/2021
Cuna Brokerage Services, Inc. Waverly IA 08/2015 08/2021
Icma-Rc Services, Llc Washington DC 09/2021 01/2022
Assetmark Financial Holdings, Inc. Seffner FL 01/2022 Present
Assetmark Brokerage, Llc Seffner FL 01/2022 Present
  • 08/2015 → 08/2021
    Suncoast Credit Union
    Tampa, FL
  • 08/2015 → 08/2021
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 09/2021 → 01/2022
    Icma-Rc Services, Llc
    Washington, DC
  • 01/2022 → Present
    Assetmark Financial Holdings, Inc.
    Seffner, FL
  • 01/2022 → Present
    Assetmark Brokerage, Llc
    Seffner, FL
Previous Registrations
Other Businesses

Name: OKOA CHILD LINK/ In U Link. Non-investment related. Address: Maseno, Kenya. Nature of business: To restore hope through love, legal protection, provision of basic needs and professional counseling for children in need. The primary goal is to help these children to develop into productive citizens in the community. By providing support through education, building of self-esteem, and social living skills, OKOA seeks to walk with its children and their families until adulthood. Position: Board Member. Start date: April 6, 2021. Number of hours/month devoted to the other business: 2; during security trading hours 2. Duties: Ensure organization is adhering to the bylaws. We meet virtually on a quarterly basis. ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2022 - 160 HRS / MONTHLY - AMRS RETIRMENT SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
S63 Uniform Securities Agent State Law Examination 2004-12-09
  • S66 Uniform Combined State Law Examination
    2021-08-02
  • S63 Uniform Securities Agent State Law Examination
    2004-12-09
Other Names
  • Madelon Camille Ross
  • Madelon C Ross Johnson

View on SEC IAPD

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