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.

Current firm

C2 PRIVATE WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 28, 2018

First registration

Jul 30, 2018

Dual registered

no

IAPD individual key

6602211

• Occurred

  Jan 10, 2023
  Advisor changed firm

  Jason Douglas Maclean left Assetmark, Inc. for C2 Private Wealth (registered 2023-02-21)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:274f0585-bf1e-a37d-ba3a-fd1efe74db0c

First observed

Jul 30, 2018

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.