Matthew Boyer

Current Employers

Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-02-11

IL RA
APPROVED

Since 2026-02-11

Branch Locations

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

200 W Madison St. Suite 2200, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pepperdine University	Malibu	CA	08/2019	05/2025
Assetmark Financial Holdings, Inc.	Chicago	IL	09/2025	Present
White Lion Capital	Los Angeles	CA	05/2025	09/2025
Unemployed	Glen Carbon	IL	11/2015	08/2019

08/2019 → 05/2025

Pepperdine University

Malibu, CA
09/2025 → Present

Assetmark Financial Holdings, Inc.

Chicago, IL
05/2025 → 09/2025

White Lion Capital

Los Angeles, CA
11/2015 → 08/2019

Unemployed

Glen Carbon, IL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2025 - 160 HRS / MONTHLY - SALES COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-11

S65 Uniform Investment Adviser Law Examination

2026-02-11

View on SEC IAPD

Current Employers

Assetmark, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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