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353 Piercy Road, San Jose, CA 95138 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-15 |
Branch Locations
353 Piercy Road, San Jose, CA 95138 • United States
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concentrum Wealth Management, Llc | San Jose | CA | 04/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2013 | Present |
CONCENTRUM WEALTH MANAGEMENT - RIA - 353 PIERCY RD, SAN JOSE, CA 95138 - 4/19/2013 - 160 HOURS/ MONTH - PRINCIPAL AND ADVISORY DUTIES Pursche Kaplan Sterling Investments- RR - Albany, New York - 4/19/2013 - 80 Hours / Month - Registered Rep duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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