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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
| WY | RA | APPROVED | 2026-02-20 |
| KY | RA | APPROVED | 2026-01-23 |
| MD | RA | APPROVED | 2025-09-29 |
| FL | RA | APPROVED | 2025-08-25 |
| SC | RA | APPROVED | 2023-01-11 |
| VT | RA | APPROVED | 2020-04-09 |
| CO | RA | APPROVED | 2019-04-30 |
| MT | RA | APPROVED | 2019-03-28 |
| AZ | RA | APPROVED | 2019-01-31 |
| SD | RA | APPROVED | 2018-08-23 |
| CA | RA | APPROVED | 2018-08-20 |
| NC | RA | APPROVED | 2018-03-01 |
| MN | RA | APPROVED | 2017-04-27 |
| ND | RA | APPROVED | 2016-07-09 |
Branch Locations
125 Main Street Suite 250, Williston, ND 58801 • 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 |
|---|---|---|---|---|
| Truwealth Financial | Williston | ND | 11/2013 | Present |
| Concorde Investment Services, Llc | Livonia | MI | 06/2016 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 06/2016 | Present |
1)INDEPENDENT INSURANCE AGENT;INVESTMENT RELATED, ;125 MAIN STREET, SUITE 250 WILLISTON ND 58801;FIXED INSURANCES SALES;INDEPENDENT INSURANCE AGENT;07/27/2011;160;160;SALES OF FIXED INSURANCE; 2)TRUWEALTH FINANCIAL,INVESTMENT RELATED,113 WASHINGTON AVE STE 102, WILLISTON, ND 58801,FINANCIAL SERVICES/DBA,CO-OWNER,11/11/2013,180,160,Financial Services and Financial Planning. Consulting fees for ongoing data gathers practices with other professionals including planning attorney and business consultant. We invoice and accept consulting fees from these professionals. 3)CONCORDE ASSET MANAGEMENT, LLC., INVESTMENT RELATED, WILLISTON, ND., INVESTMENT ADVISOR REPRESENTATIVE, SALES AND SERVICE, FULL TIME. 4) Concorde Insurance Agency; 125 Mail Street, Suite 250, Williston, ND 58801. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5) Bakken Capital Advisors, LLC, dba Landowner Exchange. Investment Related. Start date 12/2018. Williston, ND. Member. Nature of the business is to market and provide 1031/1033 DST options. 6-10 hours/month during trading hours. 6) Meadowlark Enterprises. Non-investment related. Start date 01/2022. Williston, ND. Owner of Christmas tree farm development. 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-20 |
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