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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-10 |
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 |
|---|---|---|---|---|
| Something's Brewing | Grayslake | IL | 04/2025 | 03/2026 |
| Unemployed | Grayslake | IL | 07/2024 | 04/2025 |
| Partstrader | Chicago | IL | 04/2024 | 07/2024 |
| 2Nd & Charles | Gurnee | IL | 08/2023 | 04/2024 |
| Unemployed | Grayslake | IL | 08/2021 | 08/2023 |
| Lytetech | Gurnee | IL | 03/2021 | 08/2021 |
| Depaul University | Chicago | IL | 09/2016 | 06/2021 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 03/2026 | Present |
| Unemployed | Grayslake | IL | 06/2016 | 09/2016 |
| Assetmark, Inc. | Chicago | IL | 03/2026 | Present |
| Assetmark Brokerage, Llc. | Chicago | IL | 06/2026 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
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