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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-20 |
| IL | RA | APPROVED | 2026-04-07 |
| RI | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 2023-01-31 |
Branch Locations
65 Route 25A, Setauket, NY 11733 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
San Francisco, CA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Concorde Investment Services | Ann Arbor | MI | 10/2022 | Present |
| Marcus & Millichap | San Francisco | CA | 03/2013 | 06/2022 |
| Compass Commercial | San Francisco | CA | 06/2022 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 01/2023 | Present |
1. Fortitude Investment Group, DBA for Investment Services, Investment Related, 1699 Van Ness Ave , San Francisco CA 94109, Start date: January 2023, full time during trading hours. 2. Concorde Asset Management, Investment related, Ann Arbor, MI. Investment Adviser rep for RIA firm. Start date: January 2023. Part time during trading hours. 3. Compass Commercial, Investment related, 1699 Van Ness Ave, San Francisco CA 94109, Vice President/Real Estate Agent, represent buyers and sellers of commericial multifamily properties. Start date 06/11/2013, 40 hours/month during non trading hours, 40 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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