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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-03 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012-2426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 12/2019 | Present |
| Independent Contractor, Event Management | Chicago | IL | 05/2019 | 11/2019 |
| Fanatics | Tampa | FL | 10/2017 | 05/2019 |
| Chicago Cubs | Chicago | IL | 02/2017 | 10/2017 |
| Delaware North | Chicago | IL | 09/2016 | 02/2017 |
| Alliance Residential | Phoenix | AZ | 03/2016 | 09/2016 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 09/2020 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2019 - 160 HRS / MONTHLY, DIRECTOR, FIRST-YEAR SUCCESS OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
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