Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-30 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W Madison St Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maumee Valley Country Day School | Toledo | OH | 01/2015 | 06/2021 |
| Northeastern University | Boston | MA | 07/2021 | 12/2022 |
| Brown Brothers Harriman And Co. | Boston | MA | 01/2023 | 07/2023 |
| Queen Mary University Of London | London | 08/2023 | 12/2023 | |
| Assetmark Inc. | Concord | CA | 01/2024 | 07/2024 |
| Northeastern University | Boston | MA | 08/2024 | 07/2025 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 08/2025 | Present |
| Assetmark, Inc | Chicago | IL | 08/2025 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 04/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2025 - 160 HRS / MONTHLY - SALES COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
Reach out to this advisor