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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-14 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
16633 Ventura Blvd Suite 1400, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Brokerage Corporation | Richmond | VT | 09/2012 | Present |
| Assetmark Financial, Inc. | Concord | CA | 09/2013 | Present |
| Assetmark Brokerage, Llc | Concord | CA | 08/2014 | Present |
AssetMark Financial INC., 1655 GRANT STREET #10 FLOOR, CONCORD, CA 94520 , INVESTMENT RELATED (YES)/INVESTMENT ADVISOR, EMPLOYEE, START DATE 08/2013, HRS MONTHLY & DURING TRADING 160, ROLE IS INVESTMENT ANALYST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
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