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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-21 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Ponte Vedra Beach, FL • 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 |
|---|---|---|---|---|
| Scott H. Bolin Ria | Foothill Branch | CA | 07/1993 | 03/2025 |
| Assetmark Brokerage, Llc | Ponte Vedra Beach | FL | 01/2015 | Present |
| The Bolin Company | Foothill Branch | CA | 07/1993 | 03/2025 |
| Assetmark Financial Holdings, Inc. | Ponte Vedra Beach | FL | 01/2015 | Present |
| Assetmark, Inc | Ponte Vedra Beach | FL | 01/2015 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (HOLDING COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/01/2015 - 160 HRS / MONTHLY - SENIOR NATIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 1992-03-27 |
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