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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-03 |
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-11 |
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