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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-07-17 |
| MI | RA | APPROVED | 2018-03-21 |
| GA | RA | APPROVED | 2018-03-19 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 10/2012 | 03/2018 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 03/2018 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 03/2018 | Present |
1) Concorde Asset Management, LLC, Investment related, Ann Arbor, MI, Registered Investment advisory firm affiliation with the BD, Concorde Investment Services. Compliance Principal. Start date, March 2018. Full time during trading hours. 2) Concorde Holdings, Inc., Investment related, Ann Arbor, MI, Holding company for Broker Dealer and RIA affiliate. Start date, March 2018. Full time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-25 |
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