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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-23 |
| ID | RA | APPROVED | 2018-10-31 |
| TX | RA | APPROVED_RES | 2018-10-30 |
| CA | RA | APPROVED | 2018-07-27 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Alameda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 11/2008 | 07/2018 |
| Concorde Investment Services, Llc | Livonia | MI | 07/2018 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 07/2018 | Present |
(1) CA INSURANCE AGENT - DBA "MCNEIL & ASSOCIATES" OFFERING SALES OF FIXED INSURANCE PRODUCTS, LICENSED SINCE 09/2005, NON INVESTMENT RELATED, TIME SPENT VARIES, BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD (2) CONCORDE ASSET MANAGEMENT, LLC, INVESTMENT RELATED, LIVONIA, MI, INVESTMENT ADVISOR REP CONDUCTING INVESTMENT ADVISOR SALES AND SERVICE. FULL TIME. (3) Comprehensive Financial and Tax, Investment related, Tax preparation and planning, Manhattan Beach, CA, Owner, 1-5 hours per month during trading hours. Started 02/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-29 |
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