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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-30 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rojo Mexican Grill | St Louis Park | MN | 09/2020 | 08/2022 |
| University Of Minnesota | Twin Cities | MN | 09/2018 | 06/2022 |
| Mcadam Llc | Chicago | IL | 08/2022 | 05/2024 |
| Vandy's Grille | Waconia | MN | 12/2016 | 09/2019 |
| Waconia High School | Waconia | MN | 08/2014 | 05/2018 |
| Tuco & Blondie | Chicago | IL | 08/2024 | Present |
| Phmg | Chicago | IL | 03/2025 | 04/2025 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 07/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HRS / MONTHLY - ADVISOR SERVICES SERVICE SPECIALIST 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 | 2022-08-01 |
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