Joshua Goodridge

Employer firm

Concorde Asset Management, LLC CRD 140367

$598M regulatory AUM 898 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2021
  Cuna Brokerage Services, Inc
  Waverly, IA
• 08/2021 → 06/2022
  Ameriprise Financial Services, Llc
  Live Oak, TX
• 06/2022 → 03/2024
  Brighthouse Financial
  Charlotte, NC
• 04/2024 → 11/2024
  Alliance One Investment's
  4000 N Mingo Rd, OK
• 11/2024 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 11/2024 → Present
  Concorde Asset Management, Llc
  Ann Arbor, MI

Previous Registrations

• 2021-08-30 → 2022-06-27
  Ameriprise Financial Services, Llc
  Austin, TX
  Live Oak, TX
  Austin, TX
  Austin, TX
• 2016-11-17 → 2021-09-01
  Cuna Brokerage Services, Inc.
  Live Oak, TX
  Austin, TX
  Allen, TX
  Austin, TX
  Austin, TX
  Frisco, TX
  Austin, TX
  Austin, TX

Other Businesses

1) Realtor. 13526 George Rd #209, San Antonio, Texas 78230. Start Date of Activity 02/21/2023. Nature of the Business: Real Estate. Position: Realtor. Duties: Assist individuals find and sell homes. Weekday hours devoted to the OBA: 0. Weekend hours devoted to the OBA: 8 2) Concorde Holdings, Inc., Investment related. Ann Arbor, MI, Holding company of Broker Dealer affiliate. Position - Brokerage Coordinator. Start date: Nov 2024. Full time during trading hours. 3) Concorde Asset Management, LLC, Investment related. Ann Arbor, MI, RIA firm of Broker Dealer affiliate. Position - Brokerage Coordinator Start date: Nov 2024. Full time during trading hours. 4) Collective Realty. Investment related. Start date: 2/1/2023. 135George Rd #103, San Antonio, TX 78230. Real Estate Agent. 1-5 Hours during non-trading hours. 1-5 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-08

Other Names

• Joshua A Goodridge
• Joshua Goodridge
• Joshua Andrew Goodridge