Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-03 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyatt Regency Chicago | Chicago | IL | 07/2019 | 06/2020 |
| Hyatt Regency Chicago | Chicago | IL | 03/2017 | 07/2019 |
| Unemployed Due To Covid-19 | Chicago | IL | 06/2020 | 03/2021 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 03/2021 | Present |
| Embassy Suites Chicago | Chicago | IL | 01/2014 | 10/2016 |
| Unemployed | Chicago | IL | 10/2016 | 03/2017 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA -INVESTMENT RELATED - EMPLOYMENT START DATE 03/2021 - 160 HRS / MONTHLY, SALES COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
Reach out to this advisor