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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 07/2019 | 07/2020 |
| Missouri State University | Springfield | MO | 09/2018 | 05/2019 |
| Stifel Nicolaus | Saint Louis | MO | 05/2018 | 08/2018 |
| Missouri State University | Springfield | MO | 01/2017 | 05/2018 |
| Truman State University | Kirksville | MO | 08/2016 | 12/2016 |
| Homegoods | Saint Peters | MO | 02/2013 | 03/2018 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 07/2020 | 07/2025 |
| Assetmark Financial Holdings, Inc | O'FAllon | MO | 07/2025 | Present |
| Assetmark Brokerage, Llc | O'FAllon | MO | 08/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2025 - 160 HRS / MONTHLY - TRADING SOLUTIONS ENGINEER 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 | 2021-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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