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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-11 |
Branch Locations
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark | Chicago | IL | 06/2021 | 04/2022 |
| Wipfli | Lincolnshire | IL | 06/2022 | 08/2022 |
| Wipfli | Chicago | IL | 06/2023 | 11/2023 |
| Highschool Student | Lincolnshire | IL | 01/2014 | 08/2018 |
| College Student -University Of Missouri | Columbia | MO | 08/2018 | 06/2021 |
| University Of Missouri | Columbia | MO | 04/2021 | 06/2022 |
| University Of Missouri | Columbia | MO | 08/2022 | 06/2023 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 11/2023 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 02/2024 | Present |
| Assetmark, Inc | Chicago | IL | 11/2023 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2023 - 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 | 2024-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-29 |
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