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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-27 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Jose | CA | 04/2016 | 11/2016 |
| Voya Financial Advisors | San Jose | CA | 11/2016 | 06/2018 |
| Assetmark Financial Holdings, Inc | Royal Oak | MI | 07/2018 | Present |
| Assetmark Brokerage, Llc | Royal Oak | MI | 07/2018 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2018 - 160 HRS / MONTHLY, INVESTMENT OPERATIONS SPECIALIST 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 | 2014-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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