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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-28 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012-2426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 08/2022 | Present |
| In N Out Burger | Phoenix | AZ | 11/2019 | 08/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2018 | 04/2021 |
| La Fitness | Mesa | AZ | 04/2019 | 08/2019 |
| Unemployed | Mesa | AZ | 01/2012 | 08/2018 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 05/2023 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 08/2022 - 160 HRS / MONTHLY - STRATEGIC ACCOUNTS SERVICES, SERVICE SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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