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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-07 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 07/2022 | 02/2024 |
| Usa Plumbing And Sewer | Lyons | IL | 01/2021 | 07/2022 |
| Illinois State University | Normal | IL | 08/2021 | 08/2022 |
| Giordano'S | Willowbrook | IL | 02/2016 | 10/2020 |
| College Of Dupage | Glen Ellyn | IL | 08/2016 | 05/2018 |
| Illinois State University | Clarendon Hills | IL | 01/2021 | 05/2021 |
| Nexpoint Securities, Inc. | Dallas | TX | 03/2024 | 05/2025 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 05/2025 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 05/2025 | Present |
1. ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2025 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-26 |
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