Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-09 |
Branch Locations
Taylorsville, NC • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Taylorsville | NC | 04/2019 | Present |
| Home Depot | Sarasota | FL | 03/2018 | 07/2018 |
| Grace Community Church | Lakewood Ranch | FL | 03/2013 | 03/2018 |
| Global Financial Private Capital | Sarasota | FL | 07/2018 | 04/2019 |
| Assetmark Brokerage, Llc | Taylorsville | NC | 08/2020 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2019 - 160 HRS / MONTHLY, SENIOR SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
Reach out to this advisor