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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-22 |
| VA | RA | APPROVED | 2026-07-22 |
| MI | RA | APPROVED | 2026-07-13 |
| SC | RA | APPROVED | 2026-06-12 |
| NM | RA | APPROVED | 2026-02-03 |
| CA | RA | APPROVED | 2026-02-02 |
| CO | RA | APPROVED | 2026-01-12 |
| OK | RA | APPROVED | 2026-01-09 |
| NY | RA | APPROVED | 2025-10-27 |
| OH | RA | APPROVED | 2025-08-22 |
| OR | RA | APPROVED | 2025-02-06 |
| IL | RA | APPROVED | 2025-01-22 |
| RI | RA | APPROVED | 2025-01-21 |
| NC | RA | APPROVED | 2024-02-22 |
| ID | RA | APPROVED | 2023-01-25 |
| AZ | RA | APPROVED | 2022-11-02 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
8390 E. Via De Ventura, Ste F-205, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Findlay Honda | Flagstaff | AZ | 07/2018 | 06/2019 |
| Professional Student | Phoenix | AZ | 01/2011 | 06/2018 |
| Clear Direction Investments | Scottsdale | AZ | 04/2019 | Present |
| Concorde Investment Services, Llc | Ann Arbor | MI | 06/2021 | Present |
| Concorde Asset Management | Ann Arbor | MI | 10/2022 | Present |
1) Clear Direction Investments, Investment related, DBA for securities related activities. Start date: August 2019. Scottsdale, AZ. Position: Registered Representative and Operations Manager. Full time 2) Concorde Asset Management, Investment related. Start date: October 2022. Scottsdale, AZ, Investment Advisor Representative. Full time. 3) Legal Shield & ID Shield, Non Investment related. 14617 N 45th Place Phoenix, AZ 85032, Legal and identity insurance, Referral Representiative, refer business to my superior, Start date 05/11/2017. 1-5 hours/month during non business hours, 1-5 hours/month during business hours. 4) Stoltz Financial Partners LLC , Investment related, Start date November 2022, Scottsdale AZ, Life Insurance-term whole UL, etc, Agent, 1-5 hours during non trading hours, 1-5 hour monthly during trading hours. 5) JSCW Trust, Non investment related, AZ, Tertiary successor trustee for client who is also family member. Start Date 04/17/2023 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 6) DoorDash, Non-investment related, San Francisco, CA, start date 1/31/2025, Position: driver, delivering food. >40 hours/month during non-trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-23 |
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