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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-13 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2022 | 03/2023 |
| Self-Employed | Phoenix | AZ | 05/2016 | Present |
| The University Of Arizona Housing And Residential Life | Tucson | AZ | 08/2019 | 05/2021 |
| The University Of Arizona Housing And Residential Life | Tucson | AZ | 08/2019 | 05/2022 |
| Century21 Northwest | Glendale | AZ | 05/2021 | 06/2022 |
| The University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Mountain Ridge High School | Glendale | AZ | 08/2014 | 05/2018 |
| Self-Employed | Glendale | AZ | 10/2014 | 05/2023 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 02/2024 | Present |
| Assetmark, Inc. | Phoenix | AZ | 02/2024 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (City/State): GLENDALE, AZ NATURE OF BUSINESS: ONGOING VOLUNTEER ACTIVITIES POSITION: Contracted FOR COERVER SOCCER TRAINING START DATE (Month/Year): 05/2016 APPROXIMATE HOURS PER MONTH: 4 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: YOUTH SOCCER TRAINING ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2024 - 160 HRS / MONTHLY - BANK TRUST SERVICE RELATIONSHIP MANAGER 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 | 2026-04-10 |
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