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Current Employers
Concorde Asset Management, Llc

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-03
FL RA APPROVED 2020-04-22
  • MD RA
    APPROVED
    Since 2024-12-03
  • FL RA
    APPROVED
    Since 2020-04-22

Branch Locations

Palm Beach Gardens, FL • United States

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

3801 Pga Blvd, Ste 600 Unit 656, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Agilis Engineering, Inc. Palm Beach Gardens FL 06/2016 02/2019
Concorde Investment Service, Llc Ann Arbor MI 03/2019 Present
Concorde Asset Management, Llc Ann Arbor MI 01/2020 Present
  • 06/2016 → 02/2019
    Agilis Engineering, Inc.
    Palm Beach Gardens, FL
  • 03/2019 → Present
    Concorde Investment Service, Llc
    Ann Arbor, MI
  • 01/2020 → Present
    Ann Arbor, MI
Other Businesses

1. Fortitude Investment Services, Investment related, Port Jefferson, NY, Financial Advisor. Providing financial services related to wealth management and creating individually tailored solutions for clients with a focus on tax deferral and passive income. Start date is March 2019. Hours involved 40+ during business hours and 40+ outside of business hours 2. Concorde Asset Management, Investment Related. Livonia Mi, 48152, Financial Advisor, provide financial services to retail investors. Start date is March 2019. 40+ hours during business hours, 1-5 hours/month during non trading hours. 3. eXp Commercial Real Estate. Investment related. Start date: 12/2021. Boynton Beach, FL. Sales Associate, real estate sales/leasing/investment. 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours. 4. JR Kiehne LLC, Investment related, 3801 PGA Blvd, Suite 600 Palm Beach Gardens, FL 33410. Insurance sales affiliated with Concorde Insurance Agency, sole member. Start date 02/01/2025, 1-5 hours/month during non business and 1-5/hours month during business hours. 5. Referrals, non-investment related, 3801 PGA Blvd., Suite 600, Palm Beach Gardens, FL. Compensation for referral of prospective clients, start date 02/01/2025. 1-5 hours/month during non business and 1-5/hours month during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-11
  • S66 Uniform Combined State Law Examination
    2019-07-11

View on SEC IAPD

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