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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-17 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W Madison St. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Wealth Management, Inc. | Champaign | IL | 05/2024 | 06/2026 |
| Sterling Wealth Management, Inc. | Champaign | IL | 03/2024 | 05/2024 |
| Busey Bank | Urbana | IL | 08/2023 | 03/2024 |
| Crosspoint Wealth Partners | Richmond | VA | 06/2023 | 09/2023 |
| University Of Illinois | Champaign | IL | 08/2022 | 05/2024 |
| University Of Illinois | Champaign | IL | 08/2021 | 05/2024 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2020 | 05/2021 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 06/2026 | Present |
| Assetmark, Inc | Chicago | IL | 06/2026 | Present |
| Kankakee High School | Kankakee | IL | 06/2016 | 08/2020 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2026 - 160 HRS / MONTHLY - WEALTH SOLUTIONS 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 | 2024-06-20 |
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