Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-01 |
Branch Locations
200 W Madison St. 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 |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Chicago | IL | 03/2026 | Present |
| Onedigital | Chicago | IL | 08/2025 | 03/2026 |
| Jersey Mikes | Chicago | IL | 08/2022 | 07/2025 |
| Iowa Chop House | Iowa City | IA | 08/2021 | 06/2022 |
| Phillips Air Compressor | Chicago | IL | 04/2019 | 08/2019 |
| The Hampton Social | Burr Ridge | IL | 01/2019 | 04/2019 |
| Casey's | Western Springs | IL | 07/2017 | 01/2018 |
| Scannell & Asosciates | Chicago | IL | 08/2016 | 07/2017 |
| Assetmark, Inc. | Chicago | IL | 03/2026 | Present |
| Student | Chicago | IL | 01/2018 | 01/2019 |
| Student | Chicago | IL | 08/2019 | 08/2021 |
| Assetmark Brokerage, Llc | Chicago | IL | 08/2026 | Present |
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 03/2026 - 160 HRS / MONTHLY - SALES COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) GREGORY STREET, LLC - NOT INVESTMENT-RELATED - RENTAL PROPERTY - PARTIAL OWNER - MEMBER - START DATE 05/2026 - 0 HRS MONTHLY TO OTHER BUSINESS AND SECURITY TRADING HOURS - NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
Reach out to this advisor