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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-20 |
Branch Locations
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • 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 |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 03/2014 | 04/2021 |
| Annexus Securities Llc | Scottsdale | AZ | 07/2021 | 12/2021 |
| Annexus | Scottsdale | AZ | 07/2021 | 12/2021 |
| Unemployed | Denver | CO | 05/2021 | 07/2021 |
| Encompass More Investments, Llc | Danville | CA | 08/2023 | 11/2025 |
| Liberty Mutual | Denver | CO | 06/2021 | 07/2021 |
| Annexus Retirement Solutions | Scottsdale | AZ | 07/2021 | 11/2025 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 11/2025 | Present |
| Assetmark Brokerage, Llc | Phoenix | AZ | 12/2025 | Present |
| Assetmark, Inc. | Phoenix | AZ | 11/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2025 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-16 |
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