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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-28 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Sarasota, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Fort Wayne | IN | 06/2016 | 09/2016 |
| Pnc Investments | Pittsburgh | PA | 06/2016 | 09/2016 |
| Russell Investments Financial Services, Llc | Milwaukee | WI | 05/2017 | 02/2018 |
| Unemployed | Fort Wayne | IN | 09/2016 | 04/2017 |
| Ash Brokerage, Llc | Fort Wayne | IN | 03/2018 | 09/2019 |
| First Palladium, Llc | Fort Wayne | IN | 04/2019 | 09/2019 |
| Tradewell Tax And Financial | Fort Wayne | IN | 02/2018 | 03/2018 |
| Assetmark Financial Holdings, Inc. | Sarasota | FL | 10/2019 | Present |
| Assetmark Brokerage, Llc | Sarasota | FL | 10/2019 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2019 - 160 HRS / MONTHLY, SALES CONSULTANT 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 | 2006-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-10 |
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