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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-28 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Sarasota, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital | Sarasota | FL | 08/2015 | 06/2020 |
| Gf Investment Services, Llc | Sarasota | FL | 01/2017 | 04/2019 |
| Assetmark Financial Holdings, Inc. | Sarasota | FL | 06/2020 | Present |
| Assetmark Brokerage, Llc | Sarasota | FL | 06/2020 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2020 - 160 HRS / MONTHLY, PLATINUM RELATIONSHIP MANAGER III OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
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