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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-15 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 11/2020 | Present |
| Mckay Wealth Management | Tukwila | WA | 05/2019 | 08/2019 |
| Cascade Vista Childcare | Renton | WA | 05/2014 | 08/2018 |
| Full Time Student | Pullman | WA | 08/2016 | 05/2020 |
| Unemployed | Renton | WA | 05/2020 | 11/2020 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 06/2021 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2020 - 160 HRS / MONTHLY - NATIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
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