Best Investors Account Sign in
Claim This Profile
Current Employers
Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-08-06
CA RA APPROVED 2022-01-31
  • OK RA
    APPROVED
    Since 2026-08-06
  • CA RA
    APPROVED
    Since 2022-01-31

Branch Locations

Edmond, OK • United States

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assetmark Financial Holdings, Inc. Edmond OK 12/2020 Present
Arave Plastering Simi Valley CA 06/2015 11/2020
Liz Marie Strategy Culver City CA 08/2018 12/2018
Full-Time Education Moorpark/ San Jose CA 08/2015 05/2019
Full-Time Education Simi Valley CA 08/2011 05/2019
Assetmark Brokerage, Llc Edmond OK 02/2023 Present
  • 12/2020 → Present
    Assetmark Financial Holdings, Inc.
    Edmond, OK
  • 06/2015 → 11/2020
    Arave Plastering
    Simi Valley, CA
  • 08/2018 → 12/2018
    Liz Marie Strategy
    Culver City, CA
  • 08/2015 → 05/2019
    Full-Time Education
    Moorpark/ San Jose, CA
  • 08/2011 → 05/2019
    Full-Time Education
    Simi Valley, CA
  • 02/2023 → Present
    Assetmark Brokerage, Llc
    Edmond, OK
Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2020 - 160 HRS / MONTHLY, BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-27
S65 Uniform Investment Adviser Law Examination 2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31

View on SEC IAPD

More in Edmond, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor