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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-30 |
Branch Locations
3200 N Central Ave 7Th Floor, Phoenix, AZ 85012 • 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. | Phoenix | AZ | 01/2019 | Present |
| Hayes, Inc | Phoenix | AZ | 10/2018 | 12/2018 |
| Inspired Surgical Supplies | Scottsdale | AZ | 04/2016 | 10/2018 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 02/2022 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2019 - 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 | 2024-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
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