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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-17 |
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 |
|---|---|---|---|---|
| Blackrock Investments Llc | Atlanta | GA | 04/2021 | 04/2024 |
| Blackrock | Atlanta | GA | 03/2021 | 04/2024 |
| Cox Communications | Atlanta | GA | 05/2018 | 12/2019 |
| Lanier Parking | Atlanta | GA | 03/2018 | 12/2023 |
| Georgia State University | Atlanta | GA | 01/2015 | 12/2020 |
| Constantine's Son Llc | Atlanta | GA | 10/2015 | 05/2018 |
| Goldman Sachs & Co | Chicago | IL | 07/2024 | 04/2025 |
| Assetmark Financial Holdings, Inc (Afhi) | Chicago | IL | 11/2025 | Present |
| Unemployed | Chicago | IL | 04/2025 | 11/2025 |
| Assetmark Brokerage, Llc | Chicago | IL | 12/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2025 - 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 | 2021-10-26 |
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