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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-24 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Encino | CA | 08/2021 | 09/2023 |
| Transamerica Financial Advisors, Inc | Pasadena | CA | 12/2024 | 04/2025 |
| Wfgia | Pasadena | CA | 10/2024 | 04/2025 |
| Unemployed | North Hollywood | CA | 09/2023 | 06/2024 |
| Td Ameritrade | Encino | CA | 01/2023 | 09/2023 |
| Mml Investor Services, Llc | Century City | CA | 03/2021 | 08/2021 |
| Charles Schwab Bank, Ssb | Encino | CA | 08/2021 | 09/2023 |
| Unemployed | North Hollywood | CA | 09/2017 | 12/2020 |
| Art Glass | North Hollywood | CA | 07/2015 | 09/2017 |
| Shiny's Llc | North Hollywood | CA | 06/2024 | Present |
| Assetmark Financial Holdings, Inc | North Hollywood | CA | 04/2025 | Present |
| Assetmark Brokerage, Llc | North Hollywood | CA | 04/2025 | Present |
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2025 - 160 HRS / MONTHLY - SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) SHINY'S, LLC - NOT INVESTMENT-RELATED - IN NORTH HOLLYWOOD, CA - BUY AND SELL OF COLECTIBLES AND RETAIL ITEMS ONLINE - CO-OWNER - START DATE 06/2024 - 24 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - ASSISTING PACKAGING ORDERS, SOURCING ITEMS, AND RESEARCHING PRICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
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