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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-22 |
| GA | RA | APPROVED | 2025-02-10 |
| MA | RA | APPROVED | 2025-01-02 |
| WA | RA | APPROVED | 2020-07-20 |
| ME | RA | APPROVED | 2020-07-15 |
| CA | RA | APPROVED | 2020-07-09 |
Branch Locations
44 Montgomery Street Suite 610, San Francisco, CA 94104 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Francisco | CA | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 07/2020 |
| Concorde Investment Services, Llc | Livonia | MI | 07/2020 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 07/2020 | Present |
1. CALSTRA Car Wash Corp, Non Investment related, Folsom CA, Car Wash and Lube Shop in Folsom CA, Provide guidance, 1-5 hour/month during non trading hours, 1-5 hour/month during trading hours, Start date: 8/2006, 2. Pinky's Pizza Parlor of Walnut Creek Inc, Non Investment related, Walnut Creek CA, 16% Owner/Family Pizza restaurant, Provide guidance, 1-5 hours/month during non trading hour, 6-10 hours/month during trading hours. Start date 11/2011 3. Rental Properties, Investment Related, Pittsburg CA, Single Family residences, Owner, 50% ownership,1-5 hours/month during non trading hours, 1-5 hours/month during trading hours, Start 4/15/2009 4. Headland Center for Arts, Investment related, Sausalito CA, Finance Sub Committee, attending meetings, reviewing budget, overseeing construction projects, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours, Start date 8/1/2015. 5. SEQUENT Real Estate Wealth Management, Investment related, San Francisco CA, Head of Wealth Management, DBA for Securities related activities, Registered representative, Full time during trading hours, Start date July 2020. 6. Concorde Asset Management, Investment related, San Francisco CA, Investment Advisor Representative of RIA Firm, provide Investment Advisory services, Start Date: July 2020. full time during trading hours. 7. Antwerp 247, Investment related, 2630 Asrtselaar, Antwerpsesteenweg 124/93, Owner/ Property management, purchase real estate assets, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours, Start date 11/01/2023. 8. Kratos Energy, LLC. Investment related. Danville, CA. Owner. Purchases & investments in alternative energy equipment. Start date: September 2024. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-11 |
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