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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-05-14 |
| MA | RA | APPROVED | 2026-04-23 |
| NC | RA | APPROVED | 2026-02-18 |
| FL | RA | APPROVED | 2025-04-15 |
| OK | RA | APPROVED | 2025-01-22 |
| NM | RA | APPROVED | 2023-09-27 |
| ID | RA | APPROVED | 2023-01-27 |
| WI | RA | APPROVED | 2023-01-25 |
| OR | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2022-11-18 |
| NV | RA | APPROVED | 2021-11-02 |
| CO | RA | APPROVED | 2021-05-13 |
| AZ | RA | APPROVED | 2019-03-04 |
| WA | RA | APPROVED | 2019-02-01 |
| PA | RA | APPROVED | 2017-07-26 |
| CA | RA | APPROVED | 2014-09-04 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
360 N. Pacific Coast Hwy. Suite 2000, El Segundo, CA 90245 • United States
El Segundo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Ann Arbor | MI | 09/2014 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 09/2014 | Present |
| Custom Wealth, Llc | El Segundo | CA | 02/2026 | Present |
| Concorde Investment Services, Llc | Ann Arbor | MI | 09/2014 | Present |
(1) CA INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE PRODUCTS, MEDICARE, SINCE 1997. NON-INVESTMENT RELATED. APPROXIMATELY 20% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) CONCORDE ASSET MANAGEMENT, Investment Related, El Segundo, CA. Investment Advisor Representative, Offer fee based investments through CAM. I WILL SPEND 40% OF MY TIME WITH THIS ACTIVITY. Start date 10/01/2019, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. (3) Concorde Insurance Agency; Investment related. El Segundo, CA. Insurance Agent conducting insurance related activities. (4) Sequent Real Estate + Wealth Management. Investment related. El Segundo, CA, Director, DBA for securities related activities, full time during trading hours. (5) Custom Wealth Your Money. Your Way. Investment related. DBA and slogan for securities related activities. El Segundo, VA. President and Registered Rep. Full time during trading hours. (6) SRA 831b, Investment related, Captive Insurance. Start date 12/2020, Eagle, ID. Referral source, refer clients. Introduce current and prospective clients to SRA that could benefit from a captive insurance company. 1-5 hours/month during trading hours. (7) Insurance Sales Investment related, Insurance sales, sell life, disability and long term care and Medicare insurance, Agent, Start date 09/14/2020, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. (8) Asset Strategy Tax Consultants, LLC. Non-investment related. El Segundo, CA. Distributor, speaking with accountants and high net worth clients about Native American tax credits. Start date: August 2024. 1-5 hours/month during trading hours, 1-5 hours/month outside of trading hours. (9) Captive Consultants. Investment related. Utilizing tax strategies. Referrer. Start date: November 12, 2024. 1-5 hours during non-trading hours. 11-20 hours during trading hours. (10) Concorde Investment Services, LLC. Investment related. Registered Representative. Start date: September, 2014. Approximately 30% of time spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-11 |
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