Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-09 |
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, Inc | Blanchester | OH | 12/2025 | Present |
| Assetmark Financial Holdings, Inc | Blanchester | OH | 12/2025 | Present |
| Sowell Management Services | North Little Rock | AR | 12/2018 | 12/2023 |
| Matson Money, Inc | Mason | OH | 11/2004 | 05/2018 |
| Unemployed | Mason | OH | 05/2018 | 12/2018 |
| Efficient Advisors | Cincinnati | OH | 08/2020 | 12/2025 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - SENIOR DIRECTOR, CUSTODIAN & PLATFORM EXPERIENCE 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 | 2008-03-28 |
Reach out to this advisor