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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-17 |
Branch Locations
200 W Madison St Suite 2200, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Moody Global Ministries | Chicago | IL | 05/2016 | 05/2017 |
| K. Grace Childcare, Inc. | Chicago | IL | 02/2013 | 08/2018 |
| The Moody Church | Chicago | IL | 05/2017 | 11/2020 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 11/2020 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 03/2021 | Present |
| Blue Cup Llc | Morton Grove | IL | 08/2022 | 07/2023 |
ASSETMARK FINANCIAL HOLDNGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2020 - 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 | 2021-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-17 |
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