John G Chess

Current Employers

Concorde Asset Management, Llc

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2024-11-08
FL	RA	APPROVED	2021-12-09
NV	RA	APPROVED	2021-02-25
PA	RA	APPROVED	2021-02-09
IL	RA	APPROVED	2021-02-08
MI	RA	APPROVED	2021-02-08
NC	RA	APPROVED	2021-02-05
CA	RA	APPROVED	2021-02-04
OH	RA	APPROVED	2021-02-04

HI RA
APPROVED

Since 2024-11-08
FL RA
APPROVED

Since 2021-12-09
NV RA
APPROVED

Since 2021-02-25
PA RA
APPROVED

Since 2021-02-09
IL RA
APPROVED

Since 2021-02-08
MI RA
APPROVED

Since 2021-02-08
NC RA
APPROVED

Since 2021-02-05
CA RA
APPROVED

Since 2021-02-04
OH RA
APPROVED

Since 2021-02-04

Branch Locations

Columbus, OH • United States

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Realty Invest	Columbis	OH	01/2007	Present
Investacorp Inc	Miami	FL	01/2011	07/2020
Investacorp Advisory Services	Miami	FL	01/2011	07/2020
Securities America, Inc.	Columbus	OH	07/2020	02/2021
Securities America Advisors, Inc.	Columbus	OH	07/2020	02/2021
Concorde Investment Services, Llc	Ann Arbor	MI	02/2021	Present
Concorde Asset Management, Llc	Ann Arbor	MI	02/2021	Present

01/2007 → Present

Realty Invest

Columbis, OH
01/2011 → 07/2020

Investacorp Inc

Miami, FL
01/2011 → 07/2020

Investacorp Advisory Services

Miami, FL
07/2020 → 02/2021

Securities America, Inc.

Columbus, OH
07/2020 → 02/2021

Securities America Advisors, Inc.

Columbus, OH
02/2021 → Present

Concorde Investment Services, Llc

Ann Arbor, MI
02/2021 → Present

Concorde Asset Management, Llc

Ann Arbor, MI

Previous Registrations

2020-07-17 → 2021-02-02

Securities America Advisors, Inc.

Columbus, OH
2011-01-06 → 2020-07-17

Investacorp Advisory Services Inc

Columbus, OH
2007-07-19 → 2010-12-31

Investors Capital Corp.

Columbus, OH

Greenville, SC

Columbus, OH
2006-05-15 → 2007-07-20

Gunnallen Financial, Inc

Columbus, OH

Columbus, OH

Other Businesses

1) Realty Invest; Investment related; Start date June 2004; Columbus OH; President; Real Estate Broker engaging in real estate related activities; Full time during trading hours. Full time during trading hours. 2) Chess Financial; Investment related; Start date: January 2010; Columbus OH; DBA for securities and investment advisory related activities; Full time during trading hours. 3) Concorde Asset Management, LLC; Investment related; Start date: February 2021; Ann Arbor, MI; Investment advisor representative conducting advisory service related activities; Full time during trading hours. 4) Concorde Insurance Agency, Inc.; Investment related; Start date: February 2021; Ann Arbor, MI; Insurance related activities; Part time during trading hours. 5) 5055 Dierker JC LLC, Investment related, 5055 Dierker Rd, Columbus Oh 43220, Owner, Own real estate, property management under Realty Invest. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-05-05
S63	Uniform Securities Agent State Law Examination	2004-11-10

S65 Uniform Investment Adviser Law Examination

2006-05-05
S63 Uniform Securities Agent State Law Examination

2004-11-10

Other Names

John George Chess

View on SEC IAPD