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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-28 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Phoenix | AZ | 05/2015 | Present |
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 05/2015 | Present |
| Assetmark, Inc | Phoenix | AZ | 05/2015 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY)- IN PHOENIX, AZ - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2015 - 160 HRS/MONTHLY - ADVISOR SUCCESS CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN PHOENIX, AZ - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
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