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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc. | Elk Grove Village | IL | 07/2010 | 11/2016 |
| Adp Inc. | Elk Grove Village | IL | 07/2010 | 11/2016 |
| Assetmark Financial Holdings, Inc. | Frankfort | IL | 05/2017 | 05/2025 |
| Assetmark Brokerage, Llc | Frankfort | IL | 05/2017 | 05/2025 |
| Unemployed | Chicago | IL | 11/2016 | 05/2017 |
| Cbiz Investment Advisory Services, Llc | Chicago | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-05 |
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