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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-20 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Hendersonville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Nashville | TN | 09/2013 | 11/2017 |
| Extended Travel | Woodhaven | MI | 11/2017 | 01/2019 |
| Obs Financial | Perrysburg | OH | 01/2019 | 03/2020 |
| Assetmark Financial, Inc. | Woodhaven | MI | 03/2020 | 01/2021 |
| Assetmark Financial Holdings, Inc. | Hendersonville | TN | 01/2021 | Present |
| Assetmark Brokerage, Llc | Hendersonville | TN | 05/2021 | Present |
| Assetmark, Inc | Hendersenville | TN | 01/2021 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 03/2020 - 160 HRS / MONTHLY, NATIONAL CONSULTANT 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 | 2022-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-01 |
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