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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-07-23 |
Branch Locations
200 W Madison St Suite 2200, Chicago, IL 60606 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Joliet | IL | 03/2014 | 03/2017 |
| Jpmorgan Chase Bank, N.A. | Joliet | IL | 06/2013 | 03/2017 |
| Lpl Financial Llc | Plainfield | IL | 05/2017 | 04/2018 |
| Heartland Bank | Plainfield | IL | 04/2017 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Aurora | IL | 04/2018 | 06/2019 |
| J.P. Morgan Securities Llc | Aurora | IL | 04/2018 | 06/2019 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 06/2019 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 06/2019 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2019 - 160 HRS / MONTHLY - ADVISOR SUCCESS CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. A & C AUTO DETAIL LLC - CAR WASH AND DETAILING - NOT INVESTMENT RELATED - OWNER - WASHING AND DETAILING CLIENTS CARS ON AN APPOINTMENT BASIS - START DATE 4/29/2021 - 40 HRS/MO, 0 HRS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-05 |
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