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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-08 |
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 |
|---|---|---|---|---|
| Capital Wealth Planning, Llc | Naples | FL | 05/2022 | 04/2024 |
| Capstone Insurance Group | Spring House | PA | 05/2021 | 08/2021 |
| Commonwealth National Golf Club | Horsham | PA | 09/2018 | 05/2020 |
| Unemployed | Ambler | PA | 08/2021 | 05/2022 |
| Unemployed | Ambler | PA | 05/2020 | 05/2021 |
| Full-Time Education | Ambler | PA | 05/2013 | 09/2018 |
| Ars Financial | Scottsdale | AZ | 05/2024 | 11/2025 |
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 12/2025 | Present |
| Assetmark Brokerage, Llc | Phoenix | AZ | 12/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT 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 | 2026-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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