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Christina Lynn Bilenler

Assetmark, Inc.

Glendale, AZ

Concord, CA

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Current Employers
Assetmark, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-22
  • AZ RA
    APPROVED
    Since 2025-12-22

Branch Locations

Glendale, AZ • 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
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
Osaic Wealth, Inc. Phoenix AZ 09/2023 12/2025
Assetmark Financial Holdings, Inc Glendale AZ 12/2025 Present
Assetmark Brokerage, Llc Glendale AZ 12/2025 Present
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 09/2023 → 12/2025
    Phoenix, AZ
  • 12/2025 → Present
    Assetmark Financial Holdings, Inc
    Glendale, AZ
  • 12/2025 → Present
    Assetmark Brokerage, Llc
    Glendale, AZ
Previous Registrations
  • 2023-09-01 → 2025-12-19
    Scottsdale, AZ
  • 2016-10-06 → 2023-09-01
    Osaic Services, Inc.
    Scottsdale, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - ENTERPRISE BUSINESS 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 2016-07-25
S63 Uniform Securities Agent State Law Examination 2008-07-21
  • S66 Uniform Combined State Law Examination
    2016-07-25
  • S63 Uniform Securities Agent State Law Examination
    2008-07-21
Other Names
  • Christina Pacheco
  • Christina Lynn Pacheco

View on SEC IAPD

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