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Allen, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
1711 Woodlawn Ave, Wilmington, DE 19806 • United States
Allen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | Wilmington | DE | 01/2018 | 04/2025 |
| Mitchell Lane Publishers | Newark | DE | 06/2013 | 12/2016 |
| University Of Delaware | Newark | DE | 08/2013 | 06/2017 |
| Wfg Investments, Inc | Wilmington | DE | 01/2016 | 09/2017 |
| National Securities Corp | Wilmington | DE | 09/2017 | 01/2018 |
| National Asset Management | Wilmington | DE | 05/2020 | 04/2025 |
| B. Riley Wealth Management | Wilmington | DE | 07/2022 | 04/2025 |
| Steadtrust, Llc | Wilmington | DE | 04/2025 | Present |
CONCORD FINANCIAL GROUP; 1711 WOODLAWN AVENUE WILMINGTON, DE 19806; INVESTMENT RELATED DBA FOR MARKETING; START 01/2018, 160 HOURS/MONTH DURING TRADING HOURS, PROVIDE FINANCIAL SERVICES. ALL INVESTMENT ADVISORY SERVICES ARE OFFERED THROUGH STEADTRUST LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
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