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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-18 |
| PA | RA | APPROVED | 2026-02-18 |
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 |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 09/2021 | 02/2026 |
| Penn State University At Abington | Abington | PA | 09/2015 | 01/2017 |
| Blue Bell Inn | Blue Bell | PA | 01/2016 | 05/2018 |
| West Chester University | West Chester | PA | 01/2018 | 05/2021 |
| Barnabys | West Chester | PA | 10/2019 | 03/2020 |
| Fedex | West Chester | PA | 09/2020 | 05/2021 |
| Hughes Relocation Services | Lansdale | PA | 06/2018 | 11/2018 |
| Unemployed | Lansdale | PA | 05/2021 | 09/2021 |
| Assetmark Brokerage, Llc | Chicago | IL | 02/2026 | Present |
| Assetmark Financial Holdings, Inc | Chicago | IL | 02/2026 | Present |
| Assetmark, Inc. | Chicago | IL | 02/2026 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 02/2026 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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