Daniel Kenneth Charley

Current Employers

Employment History

• 07/2016 → Present
  Concorde Asset Management, Llc
  Ann Arbor, MI
• 07/2008 → Present
  Alpine Brokerage Services Llc
  Mount Laurel, NJ
• 02/2015 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI

Other Businesses

1) Alpine Brokerage Services. Insurance Agency. Start date, April 2023. Mt. Laurel Township, NJ. President and 50% owner. General insurance business duties, daily operations. Full time during trading hours. 2) ThinkSonic Media, Mt. Laurel Township, NJ. Not Investment Related. I am a member of the LLC and the business does website development and graphic design work. 6-10 hours/month during trading hours. 3) Concorde Asset Management. Investment related. Livonia, MI. Investment Advisor rep. Start date July 2016. Investment advisory sales and service. 6-10 hours/month during trading hours. 4) Concorde Insurance Agency; Investment related. Livonia, MI. Insurance Agent; start date: 07/23/2017. Provide insurance services to clients when appropriate. 1-5 hours/month during trading hours. 5) 405 Birchfield LLC, Investment related. Start date March 2021. Mt. Laurel, NJ. Member/Owner of real estate LLC for office purchase. 1-5 hours/month during trading hours. 6) Iron Lion Hospitality Group, LLC. Non-investment related. Start date 04/2022. Food Service Industry. Juno Beach, FL. Member/Owner. This entity is a holding company for food and beverage restaurants and bars. 1-5 hours/month during trading hours. 7) Alpine Brokerage Group LLC, Invstement related, 14255 US Highway One, Juno Beach FL 33408, Insurance Wholesaling, insurance placement and wholesaling of life,fixed annuity and long term care. Owner, Start date 01/01/2023, Full time during trading and non trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-28