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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-23 |
Branch Locations
200 W. Madison Ave. 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 |
|---|---|---|---|---|
| Northern Trust Bank | Chicago | IL | 07/2021 | 09/2022 |
| Northern Trust Bank | Chicago | IL | 09/2022 | 10/2025 |
| Northern Trust Securities, Inc. | Chicago | IL | 11/2022 | 11/2025 |
| Cress Creek Country Club | Naperville | IL | 05/2015 | 08/2017 |
| Iu Bloomington | Bloomington | IN | 08/2017 | 05/2021 |
| Macy's | New York | NY | 08/2020 | 08/2020 |
| Vip Partnerships | Naperville | IL | 02/2018 | 08/2018 |
| Northwestern Mutual | Naperville | IL | 03/2019 | 07/2019 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 11/2025 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 12/2025 | Present |
| Assetmark, Inc. | Chicago | IL | 11/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2025 - 160 HRS / MONTH - BUSINESS DEVELOPMENT CONSULTANT 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 | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-06 |
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