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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-23 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W Madison St, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kia Of Lansing | Lansing | MI | 05/2017 | 07/2017 |
| Island Slice Pizzeria | Mackinac Island | MI | 05/2018 | 07/2018 |
| Nolan Transportation Group | Troy | MI | 10/2020 | 07/2021 |
| Unemployed | Grosse Pointe Woods | MI | 05/2020 | 10/2020 |
| Full Time Education | Various Places | OH | 08/2015 | 05/2017 |
| Full Time Education | East Lansing | MI | 08/2017 | 05/2018 |
| Full Time Education | East Lansing | MI | 08/2018 | 05/2019 |
| Banana Republic | Lansing | MI | 10/2019 | 12/2019 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 08/2021 | Present |
| Full Time Education | East Lansing | MI | 08/2019 | 12/2019 |
| Full Time Education | East Lansing | MI | 01/2020 | 05/2020 |
| Assetmark Brokerage, Llc | Chicago | IL | 08/2021 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2021 - 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 | 2023-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
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