David Phillip Seibel

Current Employers

Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-02-06

CA RA
APPROVED

Since 2025-02-06

Branch Locations

Canoga Park, CA • United States

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Assetmark Financial Holdings, Inc	Canoga Park	CA	11/2023	Present
Ags Aurora Financial Services, Llc	Matawan	NJ	11/2018	11/2023
Farmers Insurance	Vienna	VA	06/2017	10/2018
Student -- George Washington University	Washington	DC	08/2013	06/2017
Assetmark Brokerage, Llc	Canoga Park	CA	05/2024	Present

11/2023 → Present

Assetmark Financial Holdings, Inc

Canoga Park, CA
11/2018 → 11/2023

Ags Aurora Financial Services, Llc

Matawan, NJ
06/2017 → 10/2018

Farmers Insurance

Vienna, VA
08/2013 → 06/2017

Student -- George Washington University

Washington, DC
05/2024 → Present

Assetmark Brokerage, Llc

Canoga Park, CA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2023 - 160 HRS / MONTH - SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-06
S63	Uniform Securities Agent State Law Examination	2024-08-06

S65 Uniform Investment Adviser Law Examination

2025-02-06
S63 Uniform Securities Agent State Law Examination

2024-08-06