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353 Piercy Road, San Jose, CA 95138 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Waterhouse Investor Services Inc | San Diego | CA | 09/1998 | 03/2019 |
| Glenn Young Real Estate | San Diego | CA | 03/2009 | 10/2017 |
| Concentrum Wealth Management | San Jose | CA | 04/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | Present |
1) RENTAL PROPERTY. NOT INVESTMENT RELATED. LOCATED AT 9988 HIBERT STREET #300 SAN DIEGO, CA 95138. RENTAL PROPERT. OWNER OF PROPERTY. STARTED 08/2011. ZER0 HR/MO DEVOTED TO BUSINESS. ZERO DURING TRADING. NO DUTIES - OWNER OF THE PROPERTY THROUGH A FAMILY TRUST. 2) CONCENTRUM WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. LOCATED AT 353 PIERCY ROAD SAN JOSE, CA 92131. RIA. TITLE IS BUILDING DEVELOPMENT CONSULTANT. 160 HRS/MO - 160 DURING TRADING. DUTIES ARE BUSINESS DEVELOPMENT CONSULTANT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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