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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-03 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Lake Geneva, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dexter Axle | Elkhart | IN | 05/2015 | 10/2016 |
| Motion Recruitment Partners | Chicago | IL | 01/2017 | 11/2017 |
| Assetmark Financial Holdings, Inc. | Lake Geneva | WI | 12/2017 | Present |
| Assetmark Brokerage, Llc | Lake Geneva | WI | 02/2018 | Present |
| Assetmark, Inc | Lake Geneva | WI | 12/2017 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2017 - 160 HRS / MONTHLY - REGIONAL 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 | 2018-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-30 |
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