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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-16 |
Branch Locations
200 W. Madison St. 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 |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Chicago | IL | 02/2021 | Present |
| Smashotels | Chicago | IL | 11/2019 | 04/2020 |
| Tishman Hotels | Chicago | IL | 10/2018 | 11/2019 |
| Hilton Hotels- Palmer House | Chicago | IL | 10/2017 | 10/2018 |
| Full Time Student | Chicago | IL | 05/2014 | 05/2018 |
| Unemployed- Covid-19 | Chicago | IL | 04/2020 | 02/2021 |
| Assetmark Brokerage, Llc | Chicago | IL | 05/2023 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2021 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-16 |
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