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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-16 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obs Financial | Perrysburg | OH | 03/2014 | 06/2019 |
| Ameritas Investment Corp | Lincoln | NE | 07/2019 | 11/2021 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2019 | 11/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 11/2022 |
| Usi Consulting Group | Glastonbury | CT | 01/2023 | 05/2026 |
| Usi Securities | Glastonbury | CT | 03/2023 | 05/2026 |
| Assetmark Brokerage, Llc | Chaska | MN | 06/2026 | Present |
| Assetmark Financial Holdings, Inc | Chaska | MN | 05/2026 | Present |
| Assetmark, Inc | Chaska | MN | 05/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2026 - 160 HRS / MONTHLY - REGIONAL RETIREMENT CONSULTANT CENTRAL REGION 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 | 2023-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
Reach out to this advisor