Joshua Kylam Malik

Current Employers

Assetmark, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-14

CA RA
APPROVED

Since 2026-07-14

Branch Locations

San Francisco, CA • 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
Assetmark Financial Holdings, Inc.	San Francisco	CA	09/2019	Present
Cedar Rapids Bank And Trust	Cedar Rapids	IA	05/2018	09/2019
Cambus	Iowa City	IA	01/2016	05/2018
Assetmark Brokerage, Llc	San Francisco	CA	01/2020	Present
Assetmark, Inc	San Francisco	CA	09/2019	Present

09/2019 → Present

Assetmark Financial Holdings, Inc.

San Francisco, CA
05/2018 → 09/2019

Cedar Rapids Bank And Trust

Cedar Rapids, IA
01/2016 → 05/2018

Cambus

Iowa City, IA
01/2020 → Present

Assetmark Brokerage, Llc

San Francisco, CA
09/2019 → Present

Assetmark, Inc

San Francisco, CA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2019 - 160 HRS / MONTHLY - REGIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-04-16
S65	Uniform Investment Adviser Law Examination	2020-01-17

S63 Uniform Securities Agent State Law Examination

2021-04-16
S65 Uniform Investment Adviser Law Examination

2020-01-17

Other Names

Joshua Malik

View on SEC IAPD