Philip James Corson

Current Employers

Assetmark, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-07-15
SC	RA	APPROVED	2026-07-15

NC RA
APPROVED

Since 2026-07-15
SC RA
APPROVED

Since 2026-07-15

Branch Locations

Clover, SC • United States

Strategic Planning Corporation

Colfax, NC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2013-11-01
NC	RA	APPROVED	2013-07-30

SC RA
APPROVED

Since 2013-11-01
NC RA
APPROVED

Since 2013-07-30

Branch Locations

100 Stone Village Drive Suite 208, Fort Mill, SC 29708 • 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
Strategic Planning Corporation	Greensboro	NC	07/2013	Present
Capital Investment Group, Inc.	Raleigh	NC	07/2013	12/2018
Legacy Law Firm, Llc	Fort Mill	SC	01/2014	Present
Matson Money, Inc	Fort Mills	SC	03/2017	12/2022
Sowell Management	Fort Mills	SC	05/2019	12/2019
Assetmark, Inc.	Clover	SC	06/2026	Present
Efficient Advisors	Fort Mill	SC	04/2022	06/2026

07/2013 → Present

Strategic Planning Corporation

Greensboro, NC
07/2013 → 12/2018

Capital Investment Group, Inc.

Raleigh, NC
01/2014 → Present

Legacy Law Firm, Llc

Fort Mill, SC
03/2017 → 12/2022

Matson Money, Inc

Fort Mills, SC
05/2019 → 12/2019

Sowell Management

Fort Mills, SC
06/2026 → Present

Assetmark, Inc.

Clover, SC
04/2022 → 06/2026

Efficient Advisors

Fort Mill, SC

Previous Registrations

2022-06-28 → 2026-06-01

Efficient Advisors

Fort Mill, SC
2017-03-23 → 2023-03-23

Matson Money, Inc.

Fort Mill, SC
2011-05-04 → 2013-01-02

1St Global Advisors Inc

Lake Wylie, SC

Other Businesses

1. LEGACY LAW FIRM, LLC. MEMBER. PO BOX 100, BOWLING GREEN, SC 29703. LAWYER. STARTED 1/1/2014. 40 HRS/WK, 40 HRS DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 2. PREMIER PLANNING. AGENT. 2300 HIGHLAND VILLAGE RD, STE 310, HIGHLAND VILLAGE, TX 75077. FUNERAL TRUST RESOURCE FOR ESTATE PLANNING. STARTED 1/2015. <1 HR/WK, <1 HOUR DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 3. NATIONAL GUARDIAN LIFE INSURANCE CO. AGENT. 2 EAST GILMAN ST, MADISON, WI 53703. AGENT FOR INSURANCE SALES AND SERVICE. STARTED 1/1/2015. <1 HR/WEEK, <1 HR DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 4. ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED - START DATE 06/2026 - SOLICITOR IAR- SPEND 40 HOURS/MONTHLY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-07-27
S66	Uniform Combined State Law Examination	2011-05-02

S65 Uniform Investment Adviser Law Examination

2019-07-27
S66 Uniform Combined State Law Examination

2011-05-02

View on SEC IAPD