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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-03 |
| IL | RA | APPROVED | 2026-04-03 |
| MA | RA | APPROVED | 2026-02-18 |
| IA | RA | APPROVED | 2025-02-06 |
| OK | RA | APPROVED | 2025-01-27 |
| GA | RA | APPROVED | 2025-01-22 |
| ID | RA | APPROVED | 2021-08-19 |
| AZ | RA | APPROVED | 2021-05-11 |
| OR | RA | APPROVED | 2020-08-03 |
| CA | RA | APPROVED | 2020-07-30 |
| TX | RA | APPROVED_RES | 2020-07-30 |
| WA | RA | APPROVED | 2020-05-13 |
Branch Locations
1800 Blakenship Rd. Suite 214, West Linn, OR 97068 • United States
201 Ne Park Plaza Drive Suite 200, Vancouver, WA 98684 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Vancouver | WA | 04/2012 | 12/2018 |
| International Assets Advisory, Llc | Vancouver | WA | 01/2019 | 05/2020 |
| International Assets Investment Management, Llc | Vancouver | WA | 01/2019 | 05/2020 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 05/2020 | Present |
| Concorde Asset Management | Ann Arbor | MI | 05/2020 | Present |
1) WEALTH INVESTMENT SERVICES, LLC, INVESTMENT RELATED, DBA FOR SECURITIES RELATED ACTIVITIES, VANCOUVER, WA 98684 - START DATE 4/2012 - APPROX 160 HRS/MO. 2) YUMMY QUICK MEALS, NON INVESTMENT RELATED, 6504 NW 287TH STREET, RIDGEFIELD, WA 98642 - SELL 'THRIVE LIFE' FREEZE DRIED FOODS - DIRECTOR SINCE 9/2015 - APPROX .5 HRS/MO 3) WESTERN UNITED LIFE ASSURANCE 201 NE PARK PLAZA DR, SUITE 224, VANCOUVER, WA 98684 - FIXED ANNUITY SALES - INDEPENDENT SALES REP SINCE 1/2019 - APPROX 1 HR/MO 4) CONCORDE ASSET MANAGEMENT, LLC - LIVONIA, MI - RIA AFFILIATE OF CONCORDE INVESTMENT SERVICES, LLC - INVESTMENT ADVISOR REPRESENTATIVE SINCE 05/2020 - APPROX 160 HRS/MO - FEE BASED COMPENSATION, INVESTMENT RELATED 5) Alpine Brokerage Services, The Quantam Group, USA. Investment related. Start date: January 2021. Insurance licensed agent conducting fixed annuities, long term care and life insurance. 1-5 hours/month during trading hours. 6) SRA 831b Administration a.k.a Captive Consultants. Investment related. Eagle, ID. Start date: October 2024. Wealth Strategist, provides temporary insurance for business owners and $1 for $1 deduction on the amount invested. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours. 7) Cornerstone Business Services, non-investment related. Green Bay, WI. Start date: October 2024. Wealth Strategist, refer clients that are selling or considering selling business. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours. 8) SRA 831b, Investment related, Eagle, ID. Start date: June 2025. Referral Rep, connects clients that need 831b insurance plans with SRA, SRA sets up 831b plan and we manage the investment at Pershing. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours. 9) Columbia Theater Arts Foundation. Non-investment related, Battle Ground, WA. Start date: February 2025. Board Chair, attends monthly meetings, attends productions as representative of the board, and promotes the mission of the theater program. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-25 |
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