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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-20 |
Branch Locations
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • 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 |
|---|---|---|---|---|
| Cn Results Financial Group Llc | Mesa | AZ | 01/2023 | 04/2025 |
| University Of Arizona | Tucson | AZ | 08/2019 | 05/2023 |
| Chandler Gilbert Community College | Chandler | AZ | 08/2018 | 08/2019 |
| Hamilton High School | Chandler | AZ | 07/2014 | 05/2018 |
| Nylife Securities Llc | Meza | AZ | 04/2024 | 04/2025 |
| Eagle Strategies Llc | Mesa | AZ | 10/2024 | 04/2025 |
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 05/2025 | Present |
| Assetmark Brokerage, Llc | Phoenix | AZ | 06/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2025 - 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 | 2024-07-19 |
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