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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-08 |
Branch Locations
200 W. Madison Ave. 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 |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Chicago | IL | 10/2021 | Present |
| Unemployed | Tempe | AZ | 05/2021 | 10/2021 |
| Arizona State University | Tempe | AZ | 08/2017 | 05/2021 |
| Amazon.cOm, Inc | Tempe | AZ | 06/2020 | 01/2021 |
| Sonora Investment Management | Phoenix | AZ | 11/2019 | 06/2020 |
| Dare To Escape Az | Tempe | AZ | 10/2019 | 05/2020 |
| Arizona State University | Tempe | AZ | 01/2019 | 12/2019 |
| Blue Ice Gelato | Tucson | AZ | 05/2017 | 08/2018 |
| Unemployed | Tempe | AZ | 08/2018 | 01/2019 |
| Tohono Chul Garden Bistro | Tucson | AZ | 09/2016 | 05/2017 |
| Unemployed | Tucson | AZ | 01/1999 | 09/2016 |
| Assetmark Brokerage, Llc | Chicago | IL | 01/2022 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2021 - 160 HRS / MONTHLY - SALES 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 | 2022-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-24 |
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