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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-24 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ziegler Capital Management | Chicago | IL | 12/2020 | 10/2023 |
| Gci Remodeling | Phoenix | AZ | 12/2019 | 07/2020 |
| Scottsdale Batting Cages | Scottsdale | AZ | 02/2015 | 07/2017 |
| University Of Notre Dame | South Bend | IN | 08/2017 | 11/2019 |
| University Of Notre Dame | South Bend | IN | 08/2020 | 11/2020 |
| Fnex Capital Llc | Indianapolis | IN | 06/2024 | 09/2024 |
| Fm Investments, Llc | Boston | MA | 10/2023 | 06/2024 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 10/2025 | Present |
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 10/2025 | Present |
| Unemployed | Scottsdale | AZ | 09/2024 | 10/2025 |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2025 - 160 HRS / MONTHLY - SALES CONSULTANT SPECIALIST 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 | 2025-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-24 |
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