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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-07-24 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Santa Cruz, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Santa Cruz | CA | 08/2014 | Present |
| Assetmark Financial Holdings, Inc. | Santa Cruz | CA | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2013 - 160 HRS / MONTHLY - SENIOR INVESTMENT SPECIALIST, ASSETMARK INVESTMENT SOLUTIONS 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 | 2010-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-24 |
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