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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-01 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Chicago | IL | 01/2022 | Present |
| Blackhawk Medical Group | Blackhawk | CA | 10/2021 | 12/2021 |
| Scribeamerica | Thousand Oaks | CA | 08/2020 | 08/2021 |
| University Of California Berkeley | Berkeley | CA | 01/2020 | 08/2020 |
| Scribeamerica | Thousand Oaks | CA | 07/2019 | 01/2020 |
| Baskin Robbins | Newbury Park | CA | 01/2017 | 08/2019 |
| Dicks Sporting Goods | Thousand Oaks | CA | 08/2016 | 12/2016 |
| Assetmark Brokerage, Llc | Chicago | IL | 07/2022 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2022 - 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 | 2023-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-14 |
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