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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-17 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | New York | NY | 11/2015 | 06/2024 |
| Assetmark Financial Holdings, Inc | Hazlet | NJ | 12/2024 | Present |
| Assetmark Brokerage, Llc | Hazlet | NJ | 12/2024 | Present |
| Unemployed | Hazlet | NJ | 06/2024 | 12/2024 |
| Assetmark, Inc | Hazlet | NJ | 12/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2024 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT OFFICER, FINANCIAL INSTITUTIONS OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
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