Kristina Diane Toland

Current Employers

Employment History

• 12/2014 → 03/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2014 → 03/2019
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2014 → 03/2019
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2014 → 02/2019
  Cetera Advisors Llc
  Denver, CO
• 03/2019 → 07/2021
  Sage Point Financial
  Phoenix, AZ
• 07/2021 → Present
  Assetmark Financial Holdings, Inc.
  Kensington, NH
• 07/2021 → Present
  Assetmark Brokerage, Llc
  Kensington, NH
• 05/2025 → Present
  Deacon & Lamprey, Llc
  Kensington, NH
• 07/2021 → Present
  Assetmark, Inc
  Kensington, NH

Previous Registrations

• 2019-03-27 → 2021-07-09
  Osaic Services, Inc.
  Scottsdale, AZ
• 2015-03-03 → 2019-01-23
  Cetera Wealth Services, Llc
  Chandler, AZ
  El Segundo, CA
• 2008-12-17 → 2014-12-26
  Edward Jones
  Tempe, AZ

Other Businesses

1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2021 - 160 HRS / MONTHLY - DIRECTOR OF ADVISOR MARKETING OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) KRISTINA TOLAND PHOTOGRAPHY - POSITION: OWNER - HOURS 2, INVESTMENT RELATED HOURS: 0 - INVESTMENT RELATED: NO - 1891 W LONGHORN DR, CHANDLER, AZ 85286 - HRS: 2 PER MONTH, START DATE: 10/1/2016 - DESC.: PHOTOGRAPHY - NONBUSINESS RELATED 3) DEACON & LAMPREY - NOT INVESTMENT-RELATED - IN KENSINGTON, NH - SALE OF CANDLES, PHOTOGRAPHIC PRINTS, AND ANTIQUE HOME GOODS AT LOCAL MARKETS AND ONLINE SALES - OWNER - START DATE 05/2025 - 20 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2008-12-04

Other Names

• Kristi Diane Toland
• Kristina Diane Toland