Keith Christian Layman

Current Employers

Employment History

• 08/2014 → 03/2021
  Concorde Investment Services, Llc
  Troy, MI
• 08/2014 → 03/2021
  Concorde Asset Management
  Troy, MI
• 03/2021 → Present
  Apple Tree Asset Management, Llc
  Fort Wayne, IN
• 03/2021 → Present
  Apple Tree Financial Group, Inc
  Fort Wayne, IN

Previous Registrations

• 2014-08-01 → 2021-03-16
  Concorde Asset Management, Llc
  Fort Wayne, IN
  Ann Arbor, MI
  Fort Wayne, IN
• 2007-03-20 → 2014-08-04
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2014-02-10 → 2014-02-11
  David R. Kern Asset Management
  Huntertown, IN
• 2005-06-30 → 2007-03-19
  Questar Asset Management, Inc.
  Fort Wayne, IN
• 2002-04-18 → 2005-06-24
  Sii Investments, Inc.
  Fort Wayne, IN
• 2002-05-20 → 2003-07-02
  Atlas Capital Management Corp
  Fort Wayne, IN

Other Businesses

1) APPLE TREE FINANCIAL GROUP INC., 4321 Flagstaff Cove, Fort Wayne IN 46815. INVESTMENT RELATED. DBA SECURITIES, INSURANCE, TAX PREPARATION, SOME BOOKKEEPING I DEVOTE ALL WORKING HOURS TO THIS.STARTED IN NOV 2006. 2) FAMILY FOCUS INSURANCE AGENCY- I OWE 50% OF A SMALL INSURANCE AGENCY FOR HOME AND AUTO. I REFER TO MY PARTNER WHO WRITES THE BUSINESS. ABOUT 3 HOURS A MONTH AND MAKE ABOUT $2,000 A YEAR. 3) CHRIST'S CHURCH AT GEORGETOWN/Fort Wayne-ELDER-I AM ON THE BOARD OF ELDERS THAT IS THE DECISION MAKING BODY OF THE CHURCH. I ALSO AM ON THE FINANCE COMMITTEE WHICH CALCULATES THE BUDGET EACH YEAR AND HANDLES BUDGET RELATED QUESTIONS.I GET NO COMPENSATION. 2 HOURS PER MONTH DURING TRADING. 4) INTEGRATED FINANCIAL BROKERAGE. NON INVESTMENT RELATED. FIXED INSURANCE GENERAL MARKETING ORGANIZATION. FORT WAYNE, IN. OWNER. ENTITY THAT FIXED BUSINESS IS PROCESSED THROUGH. 1-5 HOURS/MONTH. 5) One Resource Group; 13548 Zubrick Road, Fort Wayne, IN 46783. Insurance Marketing organization that I wire all fixed (except index annuities) through. Work 1-5 non-business hours and 6-10 during business hours. No client conflict with Concorde. 6) Inkworks LLC, 6720 E State Blvd, Fort Wayne, IN, 46815. Not Investment Related. Part Owner, managed books and finances. 1-5 hrs/mo during business hours, 11-20 hrs/mo outside business hours. 7) Children and Women Support Initiative Uganda, 5032 Hemlock Lane, Fort Wayne, IN 46815, Fund Raising and Shipping, Director of Fund Raising, 2 hrs/mo with 0 during market hours. 8) MIAMI NATION OF INDIANS OF INDIANA; NON-INVESTMENT RELATED; VOLUNTEER; APPROX. 5-8 HRS/MTH, SOME DURING TRADING. 9) RAY OF HOPE MEDICAL MISSION; NON-INVESTMENT RELATED; PO BOX, 15806, FORT WAYNE, IN; BOARD OF DIRECTORS/TREASURER; 2 HOURS PER MONTH DURING TRADING. 10) ROUND TABLE GAMES & CURT'S CAFE; NON-INVESTMENT RELATED; 5511 UNIT A, COLDWATER RD, FORT WAYNE, IN; OWNER/CFO; 20 HOURS PER MONTH WITH 8 DURING TRADING HOURS; MAINTAINS BOOKKEEPING, PAYROLL, ETC.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-14