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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-12 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Girard, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Columbia | MD | 06/2019 | 01/2021 |
| Td Ameritrade | State College | PA | 06/2018 | 06/2019 |
| Moe's Southwest Grill | State College | PA | 02/2018 | 08/2018 |
| Safari Grille | Erie | PA | 05/2017 | 08/2017 |
| Pizza Hut | Erie | PA | 10/2016 | 05/2017 |
| Penn State | State College | PA | 08/2015 | 05/2019 |
| Assetmark Brokerage, Llc | Girard | PA | 02/2021 | Present |
| Assetmark Financial Holdings, Inc. | Girard | PA | 02/2021 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2021 - 160 HRS / MONTHLY - SENIOR PLATFORM REVENUE SERVICE ANALYST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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