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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-30 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 07/2008 | 10/2025 |
| Assetmark Brokerage, Llc. | Phoenix | AZ | 07/2026 | Present |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 06/2026 | Present |
| Assetmark, Inc. | Phoenix | AZ | 06/2026 | Present |
| Unemployed | Goodyear | AZ | 11/2025 | 05/2026 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2026 - 160 HRS / MONTHLY - ADVISOR SERVICES SERVICE SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-05 |
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