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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 | 2025-08-18 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Alameda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hormel Foods | Hayward | CA | 02/2019 | 10/2024 |
| Self Employed | Alameda | CA | 10/2024 | Present |
| Foster Poultry Farms | Dublin | CA | 09/2016 | 01/2019 |
| Dkb Household Usa | Irvine | CA | 04/2013 | 09/2016 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 05/2025 | Present |
1. Evergreen Sales & Marketing LLC, non-investment related. Single member LLC owner of a sales and marketing business for sports trading cards Start date: 03/2025. 11-20 hours/month during business hours, 11-20 hours/month during non-business hours. 2. Concorde Asset Management, LLC. Investment related. Ann Arbor, MI. Investment Advisor Representative, start date 05/2025. Full time during trading hours. 3. Comprehensive Financial Solutions, LLC. Investment related. Alameda, CA. Administrative Assistant, start date May 2, 2025. 6-10 hours/month during non-business hours, 21-40 hours/month during business hours. 4. Concorde Insurance Agency, Inc. Investment related. Alameda, CA. Advisor/producer, life insurance & variable life insurance/annuity sales for clients. Start date: November 25, 2025. 1-5 hours/month during non-business hours, 6-10 hours/month during business hours. 5. HarborPoint Wealth. Investment related. Alameda, CA. Wealth Advisor, DBA for securities business. Start date: January 2026. Full time during business hours, 40+ hours/month during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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