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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-03-20 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
12545 Farm Hill Place, Huntley, IL 60142 • United States
580 Longbow Drive #E-126, Maumee, OH 43537 • United States
Perrysburg, OH • United States
6226 Bankers Road Suite 1, Mt. Pleasant, WI 53403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2013 | 04/2017 |
| Tiaa | Charlotte | NC | 03/2013 | 04/2017 |
| Ameritas Investment Corp | Lincoln | NE | 05/2017 | 01/2018 |
| Deverna Wealth Management | Perrysburg | OH | 06/2017 | 01/2018 |
| Concorde Investment Services, Llc | Livonia | MI | 03/2018 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 03/2018 | Present |
| Integrated Financial Resources Inc | Toledo | OH | 03/2018 | 04/2023 |
1)Concorde Insurance Agency, Investment Related. Livonai Mi, Insurance Rep, sell insurance. 11-20 hours/mo outside business hours, >40 hrs/mo during business hours. 2)Concorde Asset Management, LLC. Livonia MI, Investment Related. Start date, March 2018 Investment Advisor Representative. Investment Advisory sales and service. Part time during trading hours. 3) Weekly Podcast. Located in Perrysburg, OH. Not Investment Related. Podcast Commentator. Duties include commentating and discussing topics revolving around current sporting events. Hours involved 1-5 hrs/month outside business hours, 1-5 hrs/mo during business hours. 4) Society of Financial Service Professionals. Non-investment related. Start date: 07/2022. Board Member. Networking group for financial professionals. 1-5 hours/month during trading hours. 5) Thornwood Financial Group. Investment related. Start date - May 2023. Registered Representative. DBA for securities related activities. Full time during trading hours. 6) Painless Tax Solutions. Non-investment related. Start date: June 2025. Huntley, IL. Independent Contractor, business development/referring clients that require consulting services. 1-5 hours/month during non-business hours, 1-5 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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