Best Investors
Account
Sign in
Best Investors
Account
Sign in
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-22 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
383 Corona Street, Denver, CO 80218 • United States
Black Hawk, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inland Securities Corporation | Oak Brook | IL | 06/2005 | 03/2020 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 03/2020 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 03/2021 | Present |
1) Sequent Real Estate + Wealth Management (Sequent REWM). Investment related. Securitized real estate transactions and wealth management. Co-Founder, Director. Start date 04/2020. San Francisco, CA. Full time during trading hours. 2) Concorde Asset Management, LLC. Investment related. Livonia, MI. Investment Advisor Representative for RIA firm. Start date: March 2021. 6-10 hours month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
Reach out to this advisor