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RIA / WealthAdvisor15 years in industry

PHILIP JAMES CORSON

Advisor at ASSETMARK, INC.

Fort Mill, SC | Clover, SC

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Search this name across graphsid dfx:ria:20ca550a-da1d-ac7a-5350-2dca1c909055

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 4, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSETMARK, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 2, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Exams: S66|S65
First exam: May 2, 2011
First registration: May 4, 2011
Dual registered: no
IAPD individual key: 5857729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSETMARK, INC.	Bd affiliated wealth	Jul 15, 2026	n/a	yes	Clover, SC	Current employment
STRATEGIC PLANNING CORPORATION	State registered	Jul 30, 2013	n/a	yes	Fort Mill, SC	Current employment
EFFICIENT ADVISORS	Former SEC adviser	Jun 28, 2022	Jun 1, 2026	no	Fort Mill, SC	Previous registration
MATSON MONEY, INC.	Mixed wealth	Mar 23, 2017	Mar 23, 2023	no	Fort Mill, SC	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	May 4, 2011	Jan 2, 2013	no	LAKE WYLIE, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EFFICIENT ADVISORS	ASSETMARK, INC.	Jun 1, 2026	Jul 15, 2026	44	Firm change	RIA to ibd
MATSON MONEY, INC.	EFFICIENT ADVISORS	Mar 23, 2023	Jun 28, 2022	-268	Firm change after gap	RIA to RIA
1ST GLOBAL ADVISORS INC	STRATEGIC PLANNING CORPORATION	Jan 2, 2013	Jul 30, 2013	209	Firm change	Other

Relationships

Registered with (5)

→ ASSETMARK, INC.Registered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ STRATEGIC PLANNING CORPORATIONRegistered adviserregistration: current employment
Jul 30, 2013 to presentfactForm ADV
→ EFFICIENT ADVISORSRegistered adviserregistration: previous registration
Jun 28, 2022 to Jun 1, 2026factForm ADV
→ MATSON MONEY, INC.Registered adviserregistration: previous registration
Mar 23, 2017 to Mar 23, 2023factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
May 4, 2011 to Jan 2, 2013factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
Philip James Corson left Efficient Advisors for Assetmark, Inc. (registered 2026-07-15)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2023
Advisor changed firm
Philip James Corson left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)
Form ADVobserved 6 days ago