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

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

Jan 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

4

Exams

S65|S63

First exam

Nov 24, 1997

First registration

Aug 26, 2008

Dual registered

no

Other names

SAM E. BADGLEY|SAMUEL EUGENE BADGLEY

IAPD individual key

2945411

• Occurred

  Jun 1, 2026
  Advisor changed firm

  Samuel Eugene Badgley left Efficient Advisors for Assetmark, Inc. (registered 2026-07-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fd882b51-71d3-31c2-ccf1-28bd1fa604c6

First observed

Aug 26, 2008

Last observed

Sep 14, 2026 6 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.