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Matthew Evan D'AGostino

Your Private Client Group, Inc.

Thousand Oaks, CA

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Current Employers
Your Private Client Group, Inc.

Thousand Oaks, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-10
TX RA APPROVED_RES 2024-07-10
  • CA RA
    APPROVED
    Since 2024-07-10
  • TX RA
    APPROVED_RES
    Since 2024-07-10

Branch Locations

Thousand Oaks, CA • 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
OrganizationCityStateFromTo
Assetmark Financial Holdings, Inc. Irvine CA 02/2016 06/2024
Assetmark Brokerage, Llc Irvine CA 12/2016 06/2024
Assetmark Encino CA 02/2016 06/2024
Your Private Client Group, Inc. Irvine CA 07/2024 Present
  • 02/2016 → 06/2024
    Assetmark Financial Holdings, Inc.
    Irvine, CA
  • 12/2016 → 06/2024
    Assetmark Brokerage, Llc
    Irvine, CA
  • 02/2016 → 06/2024
    Assetmark
    Encino, CA
  • 07/2024 → Present
    Your Private Client Group, Inc.
    Irvine, CA
Previous Registrations
  • 2017-07-06 → 2024-06-25
    Assetmark, Inc.
    Encino, CA
    Concord, CA
    Thousand Oaks, CA
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-31
S65 Uniform Investment Adviser Law Examination 2017-07-06
  • S63 Uniform Securities Agent State Law Examination
    2017-08-31
  • S65 Uniform Investment Adviser Law Examination
    2017-07-06
Other Names
  • Matthew E D'AGostino
  • Matthew Evan Dagostino

View on SEC IAPD

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