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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
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 |
|---|---|---|---|---|
| Mcadam Llc | Chicago | IL | 06/2021 | 12/2021 |
| Knot Just A Bar | Omena | MI | 05/2019 | 08/2019 |
| Knot Just A Bar | Omena | MI | 05/2021 | 09/2021 |
| White Lodging (Hilton Garden Inn) | Bloomington | IN | 08/2020 | 05/2021 |
| Aspire Brands | Traverse City | MI | 05/2019 | 01/2021 |
| Ripplematch | Bloomington | IN | 01/2019 | 06/2019 |
| Kilroys Bar And Grill | Bloomington | IN | 02/2018 | 03/2019 |
| Forest Park Beach | Lake Forest | IL | 05/2016 | 08/2017 |
| Caputo's Cheese Market | Lake Forest | IL | 05/2018 | 08/2018 |
| Indiana University Bloomington | Bloomington | IN | 08/2016 | 05/2021 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 12/2021 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 12/2021 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED- EMPLOYMENT START DATE - 12/2021 - 160 HRS / MONTHLY, BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISOR - IN CONCORD CA- AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-19 |
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