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Your Private Client Group, Inc. CRD 292621
$237M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Thousand Oaks, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-10 |
| CA | RA | APPROVED | 2018-03-13 |
Branch Locations
5267 Warner Ave , Suite 235, Huntington Beach, CA 92649 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Concord | CA | 08/2014 | Present |
| Assetmark Financial, Inc. | Concord | CA | 08/2014 | Present |
| Your Private Client Group, Inc. | Huntington Beach | CA | 02/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-07 |
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