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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Sky Zone Trampoline Park | Allendale | NJ | 05/2017 | 08/2017 |
| Nordstrom | Paramus | NJ | 06/2019 | 12/2019 |
| Marist College | Poughkeepsie | NY | 08/2016 | 05/2020 |
| Unemployed | Paramus | NJ | 05/2020 | 02/2021 |
| Assetmark Financial Holdings, Inc. | Paramus | NJ | 02/2021 | Present |
| Assetmark Brokerage, Llc | Paramus | NJ | 02/2021 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2021 - 160 HRS / MONTHLY, PLATINUM OPERATIONS SPECIALIST 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 | 2020-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
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