Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-10-30 |
Branch Locations
200 W Madison St Suite 2200, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Chicago | IL | 04/2020 | Present |
| Ramirez & Rains | Chicago | IL | 01/2018 | 04/2020 |
| Jewell Events Catering | Chicago | IL | 09/2017 | 12/2017 |
| Crossway Church | Millersville | PA | 09/2014 | 12/2017 |
| Moody Bible Institute | Chicago | IL | 01/2018 | 06/2018 |
| Assetmark Brokerage, Llc | Chicago | IL | 09/2020 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2020 - 160 HRS / MONTHLY, MANAGER, CLIENT SUCCESS TECHNOLOGY 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 | 2020-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
Reach out to this advisor