Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-23 |
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 |
|---|---|---|---|---|
| College Of Lake County | Grayslake | IL | 06/2017 | 12/2017 |
| Southern Illinois University | Grayslake | IL | 01/2018 | 12/2020 |
| Nolan Transportation Group | Chicago | IL | 08/2018 | 04/2019 |
| Bluegrace Logistics | Chicago | IL | 06/2019 | 09/2019 |
| Castle Alliance | Chicago | IL | 02/2020 | 03/2020 |
| Ll Bean | South Barrington | IL | 11/2020 | 12/2020 |
| Ups | Palatine | IL | 11/2020 | 01/2021 |
| Ups | Palatine | IL | 03/2021 | 10/2021 |
| Lakeshore Financial Group | Chicago | IL | 10/2021 | 04/2023 |
| Zacks Investment Management | Chicago | IL | 04/2023 | 03/2025 |
| Oak Street Beach Bar And Grill | Chicago | IL | 05/2016 | 09/2016 |
| Chicago Nail Supply | Franklin Park | IL | 05/2018 | 07/2018 |
| Unemployed | Chicago | IL | 09/2019 | 01/2020 |
| Unemployed | Chicago | IL | 03/2020 | 11/2020 |
| Loyola Institute Of Environmental Science | Chicago | IL | 09/2016 | 12/2016 |
| Carmel Catholic High School | Mundelein | IL | 02/2017 | 05/2017 |
| Carmel Catholic High School | Mundelein | IL | 02/2018 | 05/2018 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 03/2025 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 04/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 03/2025 - 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
Reach out to this advisor