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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-29 |
| WI | RA | APPROVED | 2025-09-25 |
| AZ | RA | APPROVED | 2025-09-24 |
| CO | RA | APPROVED | 2025-06-16 |
| KS | RA | APPROVED | 2023-08-17 |
| AR | RA | APPROVED | 2018-11-09 |
| TX | RA | APPROVED_RES | 2018-07-09 |
| GA | RA | APPROVED | 2017-06-01 |
| OK | RA | APPROVED | 2013-11-27 |
Branch Locations
111 S. Main Street, Noble, OK 73068 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branstetter Investment Group, Inc. | Etowah | OK | 10/2000 | Present |
| Braevest | Noble | OK | 10/2000 | Present |
| Concorde Investment Services | Ann Arbor | MI | 11/2010 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 11/2013 | Present |
1- MOCELLA HOMEOWNERS ASSOCIATION, PO Box 674, NOBLE, OK., 73068. VICE PRESIDENT ADMINISTER HOMEOWNER DUES, 0 INCOME, 1-5 HOURS/MONTH DURING BUSINESS HOURS. 1-5 HRS/MO OUTSIDE BUSINESS HOURS. 2- PRIVATE TRACTOR WORK, PO BOX 250, NOBLE OK., 73068. OWNER/OPERATOR, MAINTAIN HOMEOWNER ASSOCIATION ROADS, 1-5 HOURS/MONTH DURING BUSINESS HOURS, 1-5 HRS/MO OUTSIDE BUSINESS HOURS. 3- INVESTMENT ADVISOR REPRESENTATIVE CONCORDE ASSET MANAGEMENT, 111 S. Main Street, Noble, OK. START DATE 11/2013. SALES AND SERVICE. 1-5 hr/mo outside business hours, 1-5 hrs/mo during business hours. 4. Concorde Insurance Agency; 111 S. Main Street, NOBLE, OK. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5. BraVest Wealth Management. Investment related. Noble, OK. Start date 08/2021. Owner, Registered Rep, Investment Advisor Rep. DBA for securities related activities. Full time during trading hours. 6. Toastmasters. Non-Investment Related. Start Date 04/11/2016. Communication and leadership development. Member, attends weekly meetings. 11-20 hours/month outside of trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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