Davis Stuart Hallam

Current Employers

Assetmark, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-10

IL RA
APPROVED

Since 2026-08-10

Branch Locations

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

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • 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
Jr Log House	Peachtree Corners	GA	08/2017	12/2024
Leon Farmer & Co	Athens	GA	05/2022	07/2022
Pepsico	Atlanta	GA	05/2024	08/2024
Assetmark Financial Holdings, Inc	Chicago	IL	08/2025	Present
Norcross High School	Norcross	GA	08/2015	05/2020
North Georgia	Occone	GA	08/2020	05/2021
University Of Georgia	Athens	GA	08/2021	05/2025

08/2017 → 12/2024

Jr Log House

Peachtree Corners, GA
05/2022 → 07/2022

Leon Farmer & Co

Athens, GA
05/2024 → 08/2024

Pepsico

Atlanta, GA
08/2025 → Present

Assetmark Financial Holdings, Inc

Chicago, IL
08/2015 → 05/2020

Norcross High School

Norcross, GA
08/2020 → 05/2021

North Georgia

Occone, GA
08/2021 → 05/2025

University Of Georgia

Athens, GA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2025 - 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	2026-08-10

S65 Uniform Investment Adviser Law Examination

2026-08-10

View on SEC IAPD

Current Employers

Assetmark, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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