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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-06 |
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 | 09/2024 | Present |
| Arizona Football | Scottsdale | AZ | 02/2021 | 05/2024 |
| Pump It Up | Scottsdale | AZ | 04/2017 | 02/2021 |
| Baskin Robbins | Cave Creek | AZ | 01/2015 | 04/2017 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 03/2025 | Present |
| Unemployed | Scottsdale | AZ | 05/2024 | 09/2024 |
| University Of Arizona | Tucson | AZ | 08/2020 | 05/2024 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2024 - 160 HRS / MONTHLY - SALES COORDINATOR 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 | 2025-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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