Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-06-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Fdx Capital Llc | Greenwood Village | CO | 10/2016 | 06/2017 |
| James Alpha Management Llc | Denver | CO | 10/2016 | 06/2017 |
| Unemployed | Denver | CO | 04/2016 | 10/2016 |
| Gf Investment Services, Llc | Sarasota | FL | 07/2017 | 04/2019 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2017 | 06/2019 |
| Assetmark Financial Holdings, Inc | Denver | CO | 06/2019 | Present |
| Assetmark Brokerage, Llc | Denver | CO | 06/2019 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2019 - 160 HRS / MONTHLY, DEPUTY CHIEF INVESTMENT STRATEGIST 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 | 2016-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-13 |
Reach out to this advisor