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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-01-09 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial Inc | Tampa | FL | 02/2015 | 01/2017 |
| J.W. Cole Advisors, Inc | Tampa | FL | 02/2015 | 01/2017 |
| Concorde Investment Services, Llc | Livonia | MI | 01/2017 | 02/2018 |
| Concorde Asset Management, Llc | Livonia | MI | 01/2017 | 02/2018 |
| Concorde Asset Management, Llc | Livonia | MI | 02/2018 | 10/2019 |
| Concorde Investment Services, Llc | Livonia | MI | 02/2018 | 10/2019 |
| Concorde Investment Services, Llc | Livonia | MI | 10/2019 | 03/2021 |
| Concorde Asset Management, Llc | Livonia | MI | 10/2019 | 03/2021 |
| Concorde Investment Services, Llc | Livonia | MI | 03/2021 | 11/2023 |
| Concorde Asset Management, Llc | Livonia | MI | 03/2021 | 11/2023 |
| American Alternative Capital, Llc | Livonia | MI | 07/2022 | 11/2023 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 11/2023 | Present |
| American Alternative Capital, Llc | Livonia | MI | 07/2023 | 12/2023 |
| Concorde Asset Management, Llc | Ann Arbor | MI | 11/2023 | Present |
1) Concorde Asset Management, LLC, Investment related, Ann Arbor, MI, Interim President, Registered Investment advisory firm affiliation with the BD, Concorde Investment Services. Start date, January 2017, current role start date 11/2023. Full time during trading hours. 2) Concorde Holdings, Inc., Investment related, Ann Arbor, MI, Holding company for Broker Dealer and RIA affiliate. President of BD and RIA Affiliate. Start date, January 2017, current role start date 11/2023 . Full time. 3) Delongchamp Consulting LLC. Investment related. 20100 Outer Drive, Dearborn, MI 48124. Consulting. Start date August 2022. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 4) Concorde Insurance Agency, Inc., Investment related. Ann Arbor, MI. Employee. Start date 01/2017. Due to my role as President with our affiliated BD and Interim President of the RIA, some day-to-day activities may also involve our insurance agency affiliate, Concorde Insurance Agency, Inc. (CIA). 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-17 |
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