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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-08 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Austin | TX | 02/2017 | Present |
| Bloomingdale's Beverly Center | Los Angeles | CA | 06/2016 | 01/2017 |
| Assetmark Brokerage, Llc | Austin | TX | 10/2017 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED -EMPLOYMENT START DATE 02/2017 - 160 HRS / MONTHLY, MANAGER, SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE,LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-12 |
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