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Current Employers
Concorde Asset Management, Llc

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • MT RA
    APPROVED
    Since 2025-10-29
  • WI RA
    APPROVED
    Since 2025-09-25
  • AZ RA
    APPROVED
    Since 2025-09-24
  • CO RA
    APPROVED
    Since 2025-06-16
  • KS RA
    APPROVED
    Since 2023-08-17
  • AR RA
    APPROVED
    Since 2018-11-09
  • TX RA
    APPROVED_RES
    Since 2018-07-09
  • GA RA
    APPROVED
    Since 2017-06-01
  • OK RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2000 → Present
    Branstetter Investment Group, Inc.
    Etowah, OK
  • 10/2000 → Present
    Braevest
    Noble, OK
  • 11/2010 → Present
    Concorde Investment Services
    Ann Arbor, MI
  • 11/2013 → Present
    Ann Arbor, MI
Previous Registrations
  • 2005-07-13 → 2017-12-31
    Braevest
    Noble, OK
    Noble, OK
  • 2007-03-21 → 2010-11-29
    Tampa, FL
  • 2005-02-03 → 2007-03-26
    Questar Asset Management, Inc.
    Noble, OK
  • 2001-03-07 → 2005-12-31
    Questar Capital Corporation
    Noble, OK
    Fort Cobb, OK
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-07-01
S63 Uniform Securities Agent State Law Examination 1991-08-15
  • S65 Uniform Investment Adviser Law Examination
    1992-07-01
  • S63 Uniform Securities Agent State Law Examination
    1991-08-15

View on SEC IAPD

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