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Current Employers
Assetmark, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-12-18
  • AZ RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 03/2023 → Present
    Assetmark Financial Holdings, Inc
    Phoenix, AZ
  • 10/2022 → 03/2023
    Stealth Partner Group
    Scottsdale, AZ
  • 01/2021 → 12/2022
    In-N-Out Burger
    Phoenix, AZ
  • 07/2022 → 10/2022
    Arizona Department Of Child Safety
    Phoenix, AZ
  • 09/2019 → 07/2022
    Full Time Education - Grand Canyon University
    Phoenix, AZ
  • 08/2015 → 05/2019
    Full Time Education - Douglas County High School
    Castle Rock, CO
  • 01/2020 → 03/2020
    Grand Canyon University
    Phoenix, AZ
  • 05/2019 → 09/2019
    Heggem-Lundquist Paint Co
    Denver, CO
  • 05/2017 → 08/2017
    Heggem-Lundquist Paint Co
    Denver, CO
  • 01/2018 → 05/2018
    Bonaventure Senior Living
    Castle Rock, CO
  • 09/2015 → 08/2019
    O'BRien's Cafe
    Sedalia, CO
  • 07/2024 → Present
    Assetmark Brokerage, Llc
    Phoenix, AZ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-13
S63 Uniform Securities Agent State Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-12-13
  • S63 Uniform Securities Agent State Law Examination
    2024-09-30

View on SEC IAPD

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