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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-21 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Glen Carbon, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2018 | 03/2019 |
| Menards | Effingham | IL | 11/2014 | 12/2018 |
| Bulls & Boars Bbq | Altamont | IL | 08/2016 | 08/2017 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 04/2019 | 12/2021 |
| Severin Investments Llc | Saint Louis | MO | 01/2022 | 04/2022 |
| Assetmark Financial Holdings Inc | Glen Carbon | IL | 05/2022 | Present |
| Assetmark Brokerage, Llc | Glen Carbon | IL | 05/2022 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2022 - 160 HRS / MONTHLY, PRODUCT MANAGER, TRADING SOLUTIONS 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 | 2019-01-05 |
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