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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-27 |
| AZ | RA | APPROVED | 2025-08-15 |
| AK | RA | APPROVED | 2025-05-14 |
| HI | RA | APPROVED | 2024-11-08 |
| CA | RA | APPROVED | 2023-06-02 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
1430 Blue Oaks Blvd. Suite 130, Roseville, CA 95747 • 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Rocklin | CA | 11/2015 | 11/2017 |
| United Parcel Service | Rocklin | CA | 12/2016 | 01/2017 |
| H&R Block | Roseville | CA | 01/2017 | 04/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 10/2017 | 04/2018 |
| Hornor Townsend & Kent Inc | Redwood Shores | CA | 11/2017 | 04/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Citrus Heights | CA | 04/2018 | 02/2019 |
| Bangerter Financial Services, Inc. | Roseville | CA | 05/2018 | 02/2025 |
| Hornor Townsend & Kent Inc | Redwood Shores | CA | 03/2018 | 04/2018 |
| South Placer Tax | Redding | CA | 01/2017 | 04/2018 |
| Concorde Investment Service, Llc | Ann Arbor | MI | 02/2019 | Present |
| Concorde Asset Management | Ann Arbor | MI | 06/2023 | Present |
| Regal Stone Wealth Management | Lincoln | CA | 02/2025 | Present |
1) Concorde Insurance Agency, Inc., Investment related, Roseville, CA, Insurance agent conducting insurance related activities. Start date, February 2019, Part time during securities trading hours. 2) Foster Tax Prep and Strategies. Investment related. Start date: January 2021. Roseville, CA. Position: Tax Preparer. 1-5 hours/month during trading hours. 3) Rikki and Kelly Foster Family Foundation, Non-Investment related, 410 Cardini Ct, Lincoln CA 95648. Charitable givings, Member. 1-5 hours/month during non business hours, 1-5 hours/month during business hours. 4) Foster Wealth Strategies LLC, Non-Investment related, 410 Cardinin Ct, Lincoln Ca 95648, shell for proceeds from Concorde 1099 commissions to be dispersed to for tax purposes, manage and operated day to day accounting activities. Owner/CEO. Start date 01/01/2023, 1-5 hours/month during non business hours. 1-5 hours/month during business hours. 5) Concorde Asset Management, Investment related, Roseville, CA 95678, Investment Advisor Representative, asset advisory, Start date 06/01/2023, full time 40 hours during non trading and trading hours. 6) Rest Recovery Wellness, LLC. Non-investment related. Lincoln, CA. Health & Wellness, guides members through routines of treatments offered, supervises employees through training and work with members. Start date 07/30/2024. 21-40 hours/month during non-business hours, 11-20 hours/month during business hours. 7) Regal Stone Wealth Management LLC, Investment related. Roseville, CA 95678. DBA for doing securities business. Founder & President, manage & operates business. Start date: 02/10/2025. Full time during trading and non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-13 |
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