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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-06 |
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
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