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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-15 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2018 | 03/2021 |
| Wintrust Mortgage | Rosemont | IL | 02/2017 | 03/2018 |
| University Of Illinois At Chicago | Chicago | IL | 08/2011 | 12/2016 |
| Pga Tour Superstore | Schaumburg | IL | 08/2016 | 09/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 04/2020 | 03/2021 |
| Morningstar Investment Services Llc | Chicago | IL | 03/2021 | 04/2024 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 04/2024 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 05/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2024 - 160 HRS / MONTHLY - SALES CONSULTANT 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 | 2018-08-23 |
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