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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Pershing Llc | Jersey City | NJ | 07/2015 | 06/2024 |
| Pershing Advisor Solutions Llc | Jersey City | NJ | 05/2022 | 06/2024 |
| Assetmark Brokerage, Llc | New City | NY | 11/2024 | Present |
| Assetmark Financial Holdings, Inc | New City | NY | 10/2024 | Present |
| Unemployed | New City | NY | 06/2024 | 10/2024 |
| Assetmark, Inc | New City | NY | 10/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2024 - 160 HRS / MONTHLY - BUSINESS CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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