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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED_RES | 2023-12-20 |
| CT | RA | APPROVED | 2022-11-10 |
| AZ | RA | APPROVED | 2022-08-04 |
| AR | RA | APPROVED | 2022-02-01 |
| RI | RA | APPROVED | 2019-09-18 |
| ID | RA | APPROVED | 2019-09-17 |
| AK | RA | APPROVED | 2019-06-14 |
| NC | RA | APPROVED | 2019-05-23 |
| FL | RA | APPROVED | 2019-05-06 |
| OR | RA | APPROVED | 2019-03-19 |
| IL | RA | APPROVED | 2019-03-13 |
| VA | RA | APPROVED | 2019-03-06 |
| WA | RA | APPROVED | 2019-03-06 |
| CO | RA | APPROVED | 2018-09-04 |
| CA | RA | APPROVED | 2018-08-02 |
Branch Locations
5075 Shoreham Place Suite 200, San Diego, CA 92122 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • 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 |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 05/2011 | 07/2018 |
| Concorde Investment Services, Llc | Livonia | MI | 08/2018 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 08/2018 | Present |
(1) INSURANCE AGENT OFFERING LIFE AND LTC INSURANCE SINCE 2012. NON INVESTMENT RELATED. LESS THAN 1% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) EMPLOYEE OF DBA "FINANCIAL DESIGNS, LTD" PROVIDING FINANCIAL AND INSURANCE SERVICES. SINCE 2011. INVESTMENT RELATED. 100% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (3) CONCORDE ASSET MANAGEMENT, LLC, INVESTMENT RELATED, LIVONIA, MI, INVESTMENT ADVISOR REP OFFERING INVESTMENT ADVISORY SALES AND SERVICE. FULL TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-08 |
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