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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-07-07 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Dayton, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial Holdings, Inc | Dayton | MN | 09/2015 | Present |
| Assetmark Brokerage, Llc | Dayton | MN | 09/2015 | Present |
| Assetmark, Inc | Dayton | MN | 09/2015 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2015 - 160 HRS / MONTHLY - VICE PRESIDENT, DIVISIONAL SALES 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 | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-12 |
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