John David Resnick

Current Employers

Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-06-08

OH RA
APPROVED

Since 2026-06-08

Branch Locations

Goshen, OH • United States

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fiduciary Advisors, Llc	Philadelphia	PA	01/2012	10/2017
Assetmark Financial Holdings, Inc.	Goshen	OH	12/2025	Present
Assetmark, Inc.	Goshen	OH	12/2025	Present
Efficient Advisors	Philadelphia	PA	01/2013	12/2025
Efficient Advisors	Philadelphia	PA	01/2015	05/2025
Liberty Partners Financial Services, Llc	Goshen	OH	06/2019	02/2022

01/2012 → 10/2017

Fiduciary Advisors, Llc

Philadelphia, PA
12/2025 → Present

Assetmark Financial Holdings, Inc.

Goshen, OH
12/2025 → Present

Assetmark, Inc.

Goshen, OH
01/2013 → 12/2025

Efficient Advisors

Philadelphia, PA
01/2015 → 05/2025

Efficient Advisors

Philadelphia, PA
06/2019 → 02/2022

Liberty Partners Financial Services, Llc

Goshen, OH

Previous Registrations

2015-01-15 → 2026-06-01

Efficient Advisors

Mason, OH

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - DIRECTOR, BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-12-23
S63	Uniform Securities Agent State Law Examination	1994-11-29

S65 Uniform Investment Adviser Law Examination

2014-12-23
S63 Uniform Securities Agent State Law Examination

1994-11-29

View on SEC IAPD