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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-08 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Conchohocken, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | 12/2023 |
| Dietrich Pool Service | Dublin | PA | 05/2022 | 08/2022 |
| Unemployed | Doylestown | PA | 02/2023 | 07/2023 |
| P&P Catering | Philadelphia | PA | 09/2021 | 02/2023 |
| La Salle University | Philadelphia | PA | 08/2018 | 12/2022 |
| Unemployed | Doylestown | PA | 03/2018 | 08/2018 |
| Buttonwood Grill | New Hope | PA | 09/2017 | 03/2018 |
| Unemployed | Doylestown | PA | 08/2013 | 09/2017 |
| Sei Investments | Oaks | PA | 09/2024 | 05/2025 |
| Sei Investments | Oaks | PA | 01/2024 | 09/2024 |
| Assetmark Brokerage, Llc | Conchohocken | PA | 07/2025 | Present |
| Assetmark Financial Holdings, Inc | Conchohocken | PA | 05/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2025 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
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