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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
Branch Locations
2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2017 | 11/2017 |
| Outback Steakhouse | Springfield | MO | 01/2017 | 02/2017 |
| Missouri State University | Springfield | MO | 06/2012 | 12/2016 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 02/2018 | 07/2022 |
| Assetmark Financial Holdings, Inc. | Charlotte | NC | 07/2022 | Present |
| Assetmark Brokerage, Llc | Charlotte | NC | 08/2022 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2022 - 160 HRS / MONTHLY - MANAGER, TRADE OPERATIONS 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 | 2017-06-09 |
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