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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-18 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
3200 N. Central Avenue 7Th Floor, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 03/2023 | Present |
| Stealth Partner Group | Scottsdale | AZ | 10/2022 | 03/2023 |
| In-N-Out Burger | Phoenix | AZ | 01/2021 | 12/2022 |
| Arizona Department Of Child Safety | Phoenix | AZ | 07/2022 | 10/2022 |
| Full Time Education - Grand Canyon University | Phoenix | AZ | 09/2019 | 07/2022 |
| Full Time Education - Douglas County High School | Castle Rock | CO | 08/2015 | 05/2019 |
| Grand Canyon University | Phoenix | AZ | 01/2020 | 03/2020 |
| Heggem-Lundquist Paint Co | Denver | CO | 05/2019 | 09/2019 |
| Heggem-Lundquist Paint Co | Denver | CO | 05/2017 | 08/2017 |
| Bonaventure Senior Living | Castle Rock | CO | 01/2018 | 05/2018 |
| O'BRien's Cafe | Sedalia | CO | 09/2015 | 08/2019 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 07/2024 | Present |
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 03/2023 - 160 HRS / MONTHLY - GROWTH ENABLEMENT COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) THE ENABLEMENT SQUAD - NOT INVESTMENT-RELATED - PROFESSIONAL NETWORKING FOR ENABLEMENT PROFESSIONALS - CO-CHAIR KNOWLEDGE - START DATE 2/2026 - 4 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - SOURCING JOB POSTINGS AND BLOG CONTENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-30 |
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