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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-01-11 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Collierville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Collierville | TN | 10/2013 | Present |
| Assetmark Brokerage, Llc | Collierville | TN | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2013 - 160 HRS / MONTHLY, DIRECTOR, SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. ETSY, INC. - NOT INVESTMENT RELATED -COLLIERVILLE, TN - COPPER CLUBHOUSE IS THE STORE NAME. ETSY PAGE SELLING DIVOT TOOLS, AND OTHER GOLF THEMED ITEMS AND GREETING CARDS - ASSISTANT - START DATE: 8/1/2026 - 1 HOUR / MONTH - 0 HRS / MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
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