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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-05 |
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 |
|---|---|---|---|---|
| Isbi360 | Lenexa | KS | 02/2022 | 06/2022 |
| Chicago White Sox | Chicago | IL | 06/2022 | 12/2022 |
| Washington University In St. Louis | St. Louis | MO | 01/2021 | 05/2021 |
| Express Specialty Pharmacy | Belville | IL | 06/2020 | 10/2020 |
| City Of Bloomington Public Works | Bloomington | IL | 05/2018 | 08/2019 |
| Washington University In St. Louis | St. Louis | MO | 07/2017 | 05/2021 |
| Bloomington High School | Bloomington | IL | 08/2013 | 05/2017 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 01/2023 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 06/2023 | Present |
| Unemployed | Na | IL | 05/2021 | 02/2022 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2023 - 160 HRS / MONTHLY - ADVISOR SUCCESS CONSULTANT 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 | 2023-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
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