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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-10 |
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 |
|---|---|---|---|---|
| Assetmark, Inc. | Chicago | IL | 07/2025 | Present |
| Vivint Smart Home, Inc. | Provo | UT | 05/2022 | 05/2025 |
| The Hideaway At Saratoga Lake | Saratoga Springs | NY | 06/2018 | 08/2020 |
| East Lake Car Wash | Palm Harbor | FL | 05/2021 | 05/2022 |
| Unemployed | Saratoga Springs | NY | 11/2015 | 06/2018 |
| Assetmark Financial Holdings Inc. | Chicago | IL | 07/2025 | Present |
| East Lake High School | Palm Harbor | FL | 08/2020 | 05/2021 |
| Assetmark Brokerage, Llc | Chicago | IL | 08/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HRS / MONTHLY - SALES COORDINATOR 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 | 2026-07-10 |
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