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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-22 |
| WI | RA | APPROVED | 2025-09-25 |
| AZ | RA | APPROVED | 2025-09-05 |
| MA | RA | APPROVED | 2025-09-02 |
| CO | RA | APPROVED | 2025-06-16 |
| MO | RA | APPROVED | 2024-01-24 |
| GA | RA | APPROVED | 2024-01-04 |
| KS | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2021-11-12 |
| OK | RA | APPROVED | 2021-10-07 |
Branch Locations
527 E Main St. Ste. A, Norman, OK 73071 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
111 S. Main Street, Noble, OK 73068 • 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 |
|---|---|---|---|---|
| Bravest Wealth Management | Noble | OK | 08/2020 | Present |
| Women's Resource Center | Norman | OK | 04/2017 | 08/2020 |
| Norman Chamber Of Commerce | Norman | OK | 01/2007 | 02/2017 |
| Concorde Investment Services, Llc | Livonia | MI | 09/2020 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 10/2021 | Present |
1) Bravest Wealth Management. Investment related, DBA for securities, investments and retirement planning. Norman, OK. Start date: August 2020. Insurance Agent and currently testing to become securities licensed. Full time during trading hours. 2) Concorde Asset Management, LLC., Investment related. Start date: October 2021. Noble OK. Investment Advisor Representative. 40+ hours/month during business hours, 1-5 hours/month during non-business hours. 3) Legacy Rotary, Non Investment related. Norman OK. Local chapter of Rotary International, President, preside over club meetings, chair the club's annual fundraiser. 1-5 hours during non trading hours. 1-5 hours during trading hours. 4) Core Property Management LLC, Non investment related. 6450 Mocella South, Noble Ok. Owner house rental , Start Date 06/01/2005, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 5) Bravest Wealth Management, Non investment related, 111 S Main St, Noble Ok, 73068. Director, Start date 11/30/22, Providing one-hour CE credit for Real Estate agents in Oklahome on the topic of 1031 exchanges, and QOZs as investment options for real estate investors. 1-5 hours/month during non trading hours, 1-5 hours during trading hours. 6) CREW OKC, Non Investment related, Oklahoma City, OK. networking group for real estate adjacent women, Member, attend networking events, lunches, other events, no referral agreement in place. referrals could come from other members who are considered centers of influence. Start date 09/15/2023, 1-5 hours/month during non trading hours. 1-5 hours/month during trading hours. 7) Twin Acres Home Owners Association, Non investment related, Norman OK, Home Owners Association, Board member, voting rights as a homeowner & board member. Start date 01/01/2024, 1-5 hours/month during non business hours, 1-5 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-20 |
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