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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-12-26 |
| MD | RA | APPROVED | 2024-12-03 |
| MI | RA | APPROVED | 2023-06-15 |
| OH | RA | APPROVED | 2023-06-13 |
| OK | RA | APPROVED | 2022-12-05 |
| NM | RA | APPROVED | 2022-03-07 |
| AZ | RA | APPROVED | 2021-11-04 |
| NV | RA | APPROVED | 2021-07-16 |
| CA | RA | APPROVED | 2021-06-02 |
| ND | RA | APPROVED | 2021-06-01 |
| VA | RA | APPROVED | 2018-12-11 |
| NC | RA | APPROVED | 2018-12-07 |
| IA | RA | APPROVED | 2018-12-05 |
| TX | RA | APPROVED_RES | 2018-12-03 |
| WI | RA | APPROVED | 2017-05-08 |
| IN | RA | APPROVED | 2017-05-04 |
| FL | RA | APPROVED | 2017-02-27 |
| CO | RA | APPROVED | 2013-07-02 |
| IL | RA | APPROVED | 2013-07-02 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
6226 Bankers Road Suite 1, Racine, WI 53403 • United States
12545 Farm Hill Place, Huntley, IL 60142 • United States
580 Longbow Drive #E-126, Maumee, OH 43537 • 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, Llc | Troy | MI | 03/2012 | Present |
| Concorde Asset Management, Llc | Troy | MI | 07/2013 | Present |
1-MARK HUBER REAL ESTATE, 1623 WHITCOMB AVE, DES PLAINES, IL 60018. STARTED 6/2009. USE ONLY FOR MY OWN PROPERTIES AND FOR REFERRAL INCOME. HAVE NO RECEIVED ANY REFERRAL MONEY AS OF 3/1/12 BUT MAY IN THE FUTURE. REQUIRES NO TIME PER WEEK. 2 - INVESTMENT ADVISOR REP WITH CONCORDE ASSET MANAGEMENT. ARLINGTON HTS., IL. INVESTMENT RELATED. 11-20 HRS/MONTH DURING BUSINESS HOURS. INVESTMENT ADVICE, SALES AND SERVICE. 3 - TADA WEALTH ADVISORS. INVESTMENT RELATED. FINANCIAL ADVISORY FIRM. RACINE, WI. PARTNER. ADVISING CLIENTS ON INVESTMENT RELATED TOPICS AND GENERAL OPERATIONS MANAGEMENT. FULL TIME DURING TRADING HOURS. 4 - Insurance Sales/Concorde Insurance Agency; Investment related, Start date: 2012. Insurance Agent; provide insurance services to clients when appropriate. 11-20 hours/week during trading hours. 5 - College Planning Partners, 1020 S. Arlington Heights Rd, Arlington Heights, IL 60005. Investment Related. Partner, college planning. 11-20 hours/mo during business hours, 11-20 hours/mo outside business hours. 6- Zilis, 5700 Granite Pkwy, Suite 200, Plano, TX 75024. Not Investment Related. Independent Contractor, sales of nutritional supplements. 1-5 hours/month outside business hours, 6-10 hrs/month during business hours. 7. Stryde Advisors (Stryde Solutions), 15173 North Rd #201, Fenton, MI 48430. Not Investment Related. Agent, Introduce companies to cost savings opportunities through the Stryde platform. 6-10 hours/mo outside business hours, 9-5 hours/mo during business hours. 8. Thornwood Financial, Investment Related. South Elgin, IL. As of 2022, this is the DBA for financial advisory services and securities business activities. Small business consulting, exit & succession planning, life insurance sales (not variable), college planning and debt management consulting. Owner/ President. General consulting. 1-5 hours/mo outside business hours, 1-5 hours/mo during business hours. 9. Parents 4 Progress. Non-investment related. Start date, November 2020. President. Organization providing parents an amplified a voice in the policies that affect their kids educational experience, like getting them back in school. 1-5 hours/month during trading hours. 10. 1031 DST Advisor, Investment related, Start date 04/2019, Mount Pleasant, WI. Advise clients on 1031 exchanges into a DST. Owner/Advisor. 6-10 hours/month during trading hours. 11. Strategic Risk Alternatives. Investment related. Start date: 07/2019. Field Marketing Representative introducing potential clients looking for a captive insurance strategy. Eagle, ID. 1-5 hours/month during trading hours. 12. Neighborhood Direct, Non investment related. St Charles Il, Advertising, President manage creative & sales staff. Owner/President. Start Date 11/2022. 1-5hours/monthly during non trading hours. 1-5hours/month druing trading hours. 13. Painless Tax Solutions, Non investment related. 12545 Fam Hill Drive, Huntley Il, 61042, Tax return processing and tax consulting, President, manage tax preparers and staff, 50% Owner. Start date 12/16/2022, 1-5 hours/month during non business hours. 1-5 hours/month during business hours. 14. Tax Practice Academy, Non investment related. 710 Waterside Drive, South Elgin, Il 60177, consulting w/owners of tax practices on overcoming the increase of AI and DIY Services in their industry by creating deeper relationships with their clients through insights and value added client engagements. President, Start Date 12/14/2023, 1-5 hours/mnths during non trading hours, 1-5 hours/mnths during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-19 |
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