Claire Victoria Coddington

Current Employers

Assetmark, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-14

TX RA
APPROVED

Since 2026-04-14

Branch Locations

Austin, TX • 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

Organization	City	State	From	To
Jackson National Life Distributors Llc	Franklin	TN	02/2015	11/2016
National Planning Holding	El Segundo	CA	11/2016	02/2018
Assetmark Brokerage, Llc	Austin	TX	02/2018	Present
Assetmark Financial Holdings, Inc.	Austin	TX	02/2018	Present
Assetmark, Inc	Austin	TX	02/2018	Present

02/2015 → 11/2016

Jackson National Life Distributors Llc

Franklin, TN
11/2016 → 02/2018

National Planning Holding

El Segundo, CA
02/2018 → Present

Assetmark Brokerage, Llc

Austin, TX
02/2018 → Present

Assetmark Financial Holdings, Inc.

Austin, TX
02/2018 → Present

Assetmark, Inc

Austin, TX

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2018 - 160 HRS / MONTHLY, SENIOR STRATEGIC ACCOUNTS MANAGER OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-14
S63	Uniform Securities Agent State Law Examination	2015-03-24

S66 Uniform Combined State Law Examination

2026-04-14
S63 Uniform Securities Agent State Law Examination

2015-03-24

Other Names

Claire Coddington

View on SEC IAPD