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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-04-25 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Cross Plains, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Cross Plains | TN | 06/2014 | Present |
| Assetmark Brokerage, Llc | Cross Plains | TN | 08/2014 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2014 - 160 HRS / MONTHLY, SENIOR BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. LUXURY BESTIES LLC - RESALE OF ACCESSORIES - NOT INVESTMENT-RELATED - MEMBER - START DATE 11/2023 - 16HRS/ MONTH - 0 HOURS DURING SECURITY TRADING HOURS. 3633 M KENNETH AVE LLC - PROTECTION OF PROPERTY - NOT INVESTMENT RELATED - PART OWNER OF PROPERTY AND LLC - START DATE 6/2024 - 0 HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-18 |
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