Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-14 |
Branch Locations
200 W. Madison Ave. 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 04/2021 | 11/2025 |
| Murphy's Camera | Louisville | KY | 09/2017 | 04/2021 |
| Best Buy | Louisville | KY | 10/2015 | 04/2017 |
| Your Media Group | Sellersburg, | IN | 04/2017 | 09/2017 |
| Assetmark Brokerage, Llc | Chicago | IL | 01/2026 | Present |
| Assetmark Financial Holdings, Inc | Chicago | IL | 12/2025 | Present |
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT DATE 12/2025 - 160 HRS / MONTHLY - SALES CONSULTANT SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) PLEASER - NOT INVESTMENT-RELATED - IN SELLERSBURG, IN - IN A BAND PERFORMING ON WEEKENDS - SINGER/ PRINCIPAL - START DATE 1/2021 - 20 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - PLAY GUITAR AND SINGING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-24 |
Reach out to this advisor