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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-20 |
Branch Locations
Madison Heights, MI • 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. | Madison Heights | MI | 09/2019 | Present |
| Unemployed/ Full Time College Student | East Lansing | MI | 08/2018 | 09/2019 |
| United Whoelsale Mortgage | Pontiac | MI | 05/2018 | 08/2018 |
| Unemployed/ Full Time College Student | East Lansing | MI | 08/2017 | 05/2018 |
| Orchard Lake Country Club | Orchard Lake | MI | 05/2017 | 08/2017 |
| Unemployed/ Full Time College Student | East Lansing | MI | 05/2016 | 08/2017 |
| Assetmark Brokerage, Llc | Madison Heights | MI | 10/2020 | Present |
| Assetmark, Inc | Madison Heights | MI | 09/2019 | Present |
ASSETMARK FINANCIAL HOLDINGS INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2019 - 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-10 |
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