Winnie Liu

Current Employers

Employment History

• 12/2022 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 08/2010 → Present
  Southern California Bone And Joint Clinic
  Apple Valley, CA
• 05/2023 → Present
  Concorde Asset Management
  Ann Arbor, MI

Other Businesses

1) Haylen Group, Real Estate Broker, Invest. related, San Jose CA, Realtor, help clients buy/sell houses, Started: 09/2022, 1-5 hrs/mo during trading hours, same for non-trading hours. 2) Gay Luck Corporation, Magnus Windsor LLC, Sylvan Ventures LLC, Northfield Management Holdings, LLC, Golden Mare LLC, Invest. related. Apple Valley CA. Holding companies for real estate properties. Real Estate Investor, no active duties. Started: 01/2011, 1-5 hrs/mo during trading hours, same for non-trading hours. 3) Southern California Bone & Joint Clinic, Non Invest. related, Apple Valley, CA. Medical Office for health care, Administrator. Started: 08/2020. 11-20 hrs/mo during non trading hours. 1-5 hrs/mo during trading hours. 4) Fly High Initiatives, Non-Invest. related, Apple Valley, CA, Nonprofit organization making donations to different entities, director. Started: 04/2021. 1-5 hrs/mo during trading hours, same for non-trading hours. 5) Sequent Real Estate & Wealth Management, Invest. related, San Francisco, CA. Started: 12/2022, 21-40 hrs/mo during non-trading hours, 21-40 hrs/mo during trading hours. 6) Golden Mare LLC, Invest. related, Apple Valley CA, CEO, owner of property, investment of property, holding co for a 100% owned company. Started: 01/2018, 1-5 hrs/mo during trading hours, same for non-trading hours. 7) Sylvan Ventures LLC, Invest. related, Apple Valley CA, CEO, holding company of a real estate investment, started 01/2021, 1-5 hrs/mo during trading hours, same for non-trading hours. 8) Northfield Management Holdings LLC, Invest. related, Apple Valley CA, started 08/2016, CEO holding company of a real estate property. No active duties or salary. 1-5 hrs/mo during trading hours, same for non-trading hours. 9) Magnus Windsor LLC, Invest. related, Apple Valley CA, 100% of ownership/CEO no active duties. Started 08/2022, 1-5 hrs/mo during trading hours, same for non-trading hours. 10) Concorde Asset Management, Invest. related, Ann Arbor, MI, securities related RIA business, Director, Senior Investment Advisor manage assets for clients. Started 05/2023, 11-20 hrs/mo per nonbusiness hours, 1-5 hrs/mo during business hours. 11) Strategic Risk Alternatives LLC, Invest. related, Eagle, ID. Advisor, offer captive insurance to clients who are suitable. 1-5 hrs/mo during trading hours, same for non-trading hours. 12) Radnor Investments LTD, Invest. related, Liverpool, United Kingdom, Director, investment of local properties in UK, work with local managers to handle rental properties, Started 04/2017, 1-5 hrs/mo during trading hours, same for non-trading hours. 13) Radnor Investments LTD, Invest. related, Liverpool, United Kingdom, Property holding company in UK, property manager handles operations. Director and owner, Started: 12/2018, 1-5 hrs/mo during trading hours, same for non-trading hours. 14) XBenefits (DBA IM4Health). Non-Invest. related. Kokomo, IN Started 04/2024. Affiliate/Referral source for supplemental medical insurance. 1-5 hrs/mo during trading hours. 15) Ultimate Wealth Building. Non-Invest. related. Speaking engagements, online courses, general education. Start 06/2024. 1-5 hrs/mo during trading hours. 16) Winnie Liu, sole proprietor, LLC TBD. Tax and business consulting service. 10/2024 17) Silver Meridian, LLC. Non-Invest. related. Casper, WY. Ecommerce store. Owner, Started 2/2025. 1-5 hrs/mo during trading hours, same for non-trading hours. 18) Verite Group, LLC. Non-Invest. related. Miami, FL. Life Insurance Premium Financing, independent contractor. Started 07/2025. 1-5 hrs/mo during trading hours, same for non-trading hours. 19) Captive Consultants. Non-Invest. related. Meridian, ID. Consulting firm for Captive Insurance Policies, consultant. 1-5 hrs/mo during trading hours, same for non-trading hours. 20) Retirement Fundamentals, LLC. Non-Invest related. Meridian, ID. Independent Contractor, educational sessions. 1-5 hrs/mo during trading hours, same for non-trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-16
• S63 Uniform Securities Agent State Law Examination
  2023-01-18

Designations

Other Names

• Winnie Hwang