Adam Simon

Current Employers

Employment History

• 01/2023 → 04/2023
  Unemployed
  San Francisco, CA
• 04/2023 → 07/2023
  Emerson Equity Llc
  San Mateo, CA
• 02/2021 → 12/2022
  Sares Regis Group Of Northern California
  San Mateo, CA
• 09/2020 → 01/2021
  Unemployed
  San Francisco, CA
• 09/2017 → 08/2020
  Mosser Capital Management Llc
  San Francisco, CA
• 12/2016 → 08/2017
  Unemployed
  San Francisco, CA
• 02/2012 → 11/2016
  Hff, Lp
  San Francisco, CA
• 01/2018 → Present
  Nomisimon, Inc.
  San Francisco, CA
• 07/2023 → 08/2024
  Realized Financial, Inc.
  Austin, TX
• 08/2024 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 08/2024 → Present
  Concorde Asset Management, Llc
  Ann Arbor, MI

Other Businesses

1) NOMISIMON, INC., NON-INVESTMENT RELATED, 1456 SACRAMENTO ST #1 SAN FRANCISCO, CA 94109, REAL ESTATE CONSULTING, PRESIDENT, I PROVIDE STRATEGY AND CONSULTING SERVICES TO OWNERS, BUYERS AND SELLERS OF REAL ESTATE, 5 HRS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS, 01/2018 2) JOHN P. SIMON, INC., NON-INVESTMENT RELATED, 285 GRANDE WAY T303, NAPLES, FL 34110, HOLDING COMPANY, DIRECTOR, IT IS MY FATHER'S SECURITIES HOLDING COMPANY. I AM AN INDEPENDENT OUTSIDE DIRECTOR OF THE BOARD. NO OTHER INVOLVEMENT. 0 HOURS, 6/1/2022 3) Fortitude Investment Group, LLC. Investment related. Setauket, NY. DBA for securities related activities. Registered Representative. Start date: August 2024. Full time during trading hours. 4) Concorde Asset Management, LLC. Investment related. Ann Arbor, MI. Registered Investment Advisory Firm. Investment Advisor Representative. Start date: August 2024. Full time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-16
• S63 Uniform Securities Agent State Law Examination
  2023-05-13

Other Names

• Adam Justin Simon