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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-03 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
44 Montgomery St Suite 1610, San Francisco, CA 94101 • United States
524 Broadway 11Th Floor, New York, NY 10012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sodoi Coffee Tasting House | Berkeley | CA | 01/2018 | 04/2018 |
| Sequent Real Estate + Wealth Management | San Francisco | CA | 08/2021 | Present |
| University Of California | Berkeley | CA | 08/2016 | 08/2021 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 03/2023 | Present |
| Concorde Asset Management, Llc | San Francisco | CA | 08/2023 | Present |
1) Sequent-REWM, investment related in San Francisco California, DBA for securities related activities. Title-Associate 06/2021, Full Time during trading hours. 2) Concorde Asset Management, Investment related, San Francisco California, advisory related activities, Investment Advisor Representative, full time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-29 |
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