Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-10 |
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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Homewood | IL | 08/2016 | 09/2018 |
| Jp Morgan Securities, Llc | Homewood | IL | 08/2016 | 09/2018 |
| Edward Jones | Flossmoor | IL | 03/2015 | 07/2016 |
| Neuberger Berman | Chicago | IL | 09/2018 | 03/2025 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 01/2026 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 02/2026 | Present |
| Unemployed | Winfield | IN | 04/2025 | 01/2026 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2026 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT 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 | 2014-09-05 |
Reach out to this advisor