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780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-08 |
Branch Locations
780 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longboard Asset Management, Llc | Phoenix | AZ | 05/2015 | 02/2017 |
| Assetmark Financial Holdings, Inc. | Woodstock | GA | 04/2017 | 07/2023 |
| Assetmark Brokerage, Llc | Woodstock | GA | 04/2017 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2023 | 12/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2023 | 12/2023 |
| Assetmark Financial Holdings, Inc. | Woodstock | GA | 01/2024 | 07/2024 |
| Assetmark Brokerage, Llc | Woodstock | GA | 01/2024 | 07/2024 |
| Carillon Fund Distributors, Inc. | Canton | GA | 04/2026 | Present |
| Clark Capital Management Group | Canton | GA | 07/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-02 |
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