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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-09 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellery Partners | Chicago | WI | 03/2021 | 05/2021 |
| Financial Planning Association | Virtual | WI | 06/2020 | 08/2020 |
| Badger Call | Madison | WI | 08/2018 | 11/2018 |
| Nicholas Recreation Center/ Natatorium | Madison | WI | 05/2019 | 05/2021 |
| Witte Hall | Madison | WI | 11/2017 | 06/2018 |
| Camp Weequahic | Lakewood | PA | 06/2018 | 08/2018 |
| Mesirow | Chicago | IL | 06/2021 | 06/2026 |
| Full Time Education | Madison | WI | 08/2017 | 06/2021 |
| Full Time Student | Racine | WI | 08/2010 | 11/2017 |
| Assetmark Brokerage, Llc | Chicago | IL | 07/2026 | Present |
| Assetmark Financial Holdings, Inc | Chicago | IL | 06/2026 | Present |
| Assetmark, Inc | Chicago | IL | 06/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2026 - 160 HRS / MONTHLY - WEALTH SOLUTIONS SPECIALIST 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 | 2023-01-10 |
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