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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-14 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Lakewood Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital | Sarasota | FL | 10/2015 | 12/2019 |
| Idealervideo | Wimauma | FL | 04/2011 | Present |
| Assetmark Financial Holdings, Inc. | Lakewood Ranch | FL | 12/2019 | Present |
| Assetmark Brokerage, Llc | Lakewood Ranch | FL | 12/2019 | Present |
| 53 Grandma Ln Llc | Wimauma | FL | 11/2025 | Present |
| Palm Tree Vacation Rentals Llc | Lakewood Ranch | FL | 04/2022 | Present |
iDealerVideo Non-investment-related 11620 Sweetflag Dr Lakewood Ranch, FL 34202 Real Estate Photography Owner Start 04/2011 16 Hours/Month 0 Hours during Trading hours I take photos of houses for realtors on Weekends ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA INVESTMENT RELATED EMPLOYMENT START DATE 12/2019 160 HRS/MONTH, SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC - INVESTMENT RELATED PALM TREE VACATION RENTALS, LLC - LAKEWOOD RANCH, FL - PROPERTY MANAGEMENT - LLC MEMBER - MAKE DECISIONS FOR BUSINESS WHEN NEEDED - START DATE 4/2022 - NOT INVESTMENT RELATED. 53 GRANDMA LN LLC - WIMAUMA, FL - PUTTING LAND INTO LLC - MEMBER OF LLC AS PART OF SUCCESSION PLAN FOR ENTITY - START DATE 11/2025 - NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-30 |
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