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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-05 |
Branch Locations
100 Shoreline Highway, Suite B-101, Mill Valley, CA 94941 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Inc. | Concord | CA | 07/2018 | 03/2022 |
| Occidental College | Eagle Rock | CA | 08/2017 | 07/2018 |
| All About Poke | Eagle Rock | CA | 06/2017 | 08/2018 |
| Occidental College | Eagle Rock | CA | 08/2016 | 07/2017 |
| Assetmark Brokerage, Llc | Concord | CA | 07/2019 | 03/2022 |
| Cetera Advisor Networks Llc | San Jose | CA | 10/2022 | 07/2024 |
| Unemployed | San Francisco | CA | 03/2022 | 10/2022 |
| Cerity Partners Llc | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-20 |
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