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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-14 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Chicago | IL | 06/2020 | 04/2024 |
| Agia | Houston | TX | 12/2022 | 04/2024 |
| Fidelity Investments | Highland Park | IL | 04/2024 | 03/2026 |
| Lake County Public Works | Libertyville | IL | 03/2014 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 04/2026 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 04/2026 | Present |
| Assetmark, Inc | Chicago | IL | 04/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2026 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT 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 | 2020-09-12 |
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