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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-05 |
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 |
|---|---|---|---|---|
| Vaultis Private Wealth Ltd. | Cincinnati | OH | 10/2025 | 03/2026 |
| Silverjacket Communications | Cincinnati | OH | 05/2023 | 08/2023 |
| Ivy Hills Country Club | Cincinnati | OH | 05/2022 | 08/2022 |
| Ohio State University | Columbus | OH | 05/2021 | 08/2025 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 04/2026 | Present |
| Assetmark, Inc. | Chicago | IL | 04/2026 | Present |
| Lucy Blue Pizza | Cincinnati | OH | 11/2020 | 05/2021 |
| Rumundos Pizza | Cincinnati | OH | 05/2018 | 08/2020 |
| Unemployed | Cincinnati | OH | 05/2016 | 05/2018 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2026 - 160 HRS / MONTHLY - SALES CONSULTANT SPECIALIST 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 | 2025-12-04 |
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