Inactive

Nicholas Soutar Simonian

Concentrum Wealth Management

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Current Employers

Concentrum Wealth Management

353 Piercy Road, San Jose, CA 95138 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-09-13

CA RA
APPROVED

Since 2023-09-13

Branch Locations

353 Piercy Road, San Jose, CA 95138 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Illinois Chicago	Chicago	IL	08/2013	05/2021
The Mclean Group	Mclean	VA	08/2020	10/2020
Shea Labagh Dobberstein	San Francisco	CA	01/2021	06/2021
Concentrum Wealth Management	San Jose	CA	08/2021	Present

08/2013 → 05/2021

University Of Illinois Chicago

Chicago, IL
08/2020 → 10/2020

The Mclean Group

Mclean, VA
01/2021 → 06/2021

Shea Labagh Dobberstein

San Francisco, CA
08/2021 → Present

Concentrum Wealth Management

San Jose, CA

Designations

View on SEC IAPD

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