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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-06 |
Branch Locations
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • 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 |
|---|---|---|---|---|
| Advisor Group | Phoenix | AZ | 01/2021 | 11/2024 |
| Us Bank | Milwaukee | WI | 02/2018 | 11/2020 |
| Us Bank | Milwaukee | WI | 06/2016 | 02/2018 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | 11/2024 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 12/2024 | Present |
| Assetmark Brokerage, Llc | Phoenix | AZ | 12/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2024 - 160 HRS / MONTHLY - SALES 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 | 2023-02-24 |
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