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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-17 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
400 Northridge Road Suite 350, Atlanta, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2017 | 06/2018 |
| Tiaa | Charlotte | NC | 04/2017 | 06/2018 |
| Truliant Federal Credit Union | Charlotte | NC | 01/2014 | 04/2017 |
| Wells Fargo Clearing Services | Charlotte | NC | 11/2018 | 01/2020 |
| Unemployed | Charlotte | NC | 06/2018 | 11/2018 |
| Rch Securities | Charlotte | NC | 01/2020 | 06/2022 |
| Assetmark Financial Holdings, Inc. | Union City | GA | 08/2022 | 05/2025 |
| Assetmark Brokerage, Llc | Union City | GA | 01/2022 | 07/2024 |
| Savant Wealth Management | Rockford | IL | 06/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2022 - 160 HRS / MONTHLY, RETIREMENT RELATIONSHIP MANAGER 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 | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-22 |
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