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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-01 |
Branch Locations
3200 N. Central Avenue 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 |
|---|---|---|---|---|
| Keybank | Bellevue | WA | 06/2021 | 03/2023 |
| International Process Plants And Equipment | Princeton | NJ | 10/2019 | 10/2021 |
| Better Built Northwest | Seattle | WA | 06/2016 | 10/2019 |
| Key Invetsment Services | Bellevue | WA | 06/2022 | 03/2023 |
| Fidelity Investments | Bellevue | WA | 03/2023 | 12/2024 |
| Assetmark Financial Holdings, Inc. | Pheonix | AZ | 03/2025 | Present |
| Assetmark Brokerage, Llc | Phoenix | AZ | 03/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 03/2025 - 160 HRS / MONTHLY - SALES CONSULTANT SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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