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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-12 |
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 |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 02/2019 | Present |
| Mb Financial Bank | Chicago | IL | 07/2018 | 02/2019 |
| Depauw University | Greencastle | IN | 08/2017 | 06/2018 |
| Svm, Lp | Arlington Heights | IL | 02/2017 | 07/2017 |
| Depauw University | Greencastle | IN | 08/2016 | 02/2017 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 10/2019 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2019 - 160 HRS / MONTHLY, SALES OPERATIONS TEAM LEAD 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 | 2020-06-05 |
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