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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-01-22 |
| PA | RA | APPROVED | 2024-02-07 |
| WY | RA | APPROVED | 2023-10-25 |
| NE | RA | APPROVED | 2022-03-04 |
| IL | RA | APPROVED | 2019-12-12 |
| TX | RA | APPROVED_RES | 2019-10-30 |
| GA | RA | APPROVED | 2019-05-23 |
| OH | RA | APPROVED | 2019-03-07 |
| KY | RA | APPROVED | 2019-02-05 |
| SC | RA | APPROVED | 2019-02-04 |
| AZ | RA | APPROVED | 2019-01-31 |
| VA | RA | APPROVED | 2018-08-21 |
| CO | RA | APPROVED | 2017-05-24 |
| FL | RA | APPROVED | 2017-01-27 |
| CA | RA | APPROVED | 2012-01-13 |
| MI | RA | APPROVED | 2010-05-28 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
51847 Van Dyke Road, Shelby Township, MI 48316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Financial Group | Shelby Township | MI | 07/1992 | Present |
| Concorde Investment Services Llc | Shelby Township | MI | 07/2009 | Present |
| Concorde Asset Management | Shelby Township | MI | 07/2006 | Present |
1.CONCORDE FINANCIAL GROUP, Investment Related, Shelby Twp, MI. 100% OWNER. DBA for securities related activities. Registered Principal. Duties include financial planning. I own this business. Full time during trading hours. Start date 10/02/2023 2.CONCORDE PROPERTIES, LLC Investment Related, Shelby Twp, MI. Property Management. Property Manager duties include real estate consulting & sales. I own this business. 1-5 hours/month during business hours, 1-5 hours/month outside business hours. Start date 10/02/2023 3.CONCORDE ACCOUNTING & TAX GROUP Investment Related, Shelby Twp, MI. I own this business. This is a tax preparation business. Duties include: tax preparation, accounting services and advising. 1-5 hours/month during business hours, 11-20 hours/month outside business hours. 4.Concorde Asset Management, Investment Related, Shelby Twp, MI. Registered Investment Advisor. Duties include asset management and advising. 11-20 hours/mo outside business hours. 11-20 hours/month during business hours. I own shares in the Holding company which owns this. 6.Concorde Management Group, Investment Related, Shelby Twp, MI. Owner/Investment Advisor. Start date: April 2014, Full time during trading hours. 7.ADISA. TRADE ASSOCIATION. TREASURER, BOARD MEMBER. INDIANAPOLIS, IN. NON-INVESTMENT RELATED. 1-5 HOURS/MONTH DURING BUSINESS HOURS. 8.NETGAME OUTFITTERS. START DATE OCTOBER 2014. NON INVESTMENT RELATED. CASS CITY, MI. OWNER/GUIDE. PROVIDE FISHING CHARTERS. 1-5 HRS/MONTH DURING BUSINESS HOURS. 9.Concorde Insurance Agency, Shelby Twp, MI. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 1-5 hrs/mo during bus hours, 1-5 hr/mo outside bus hours. 10.Utica High School Clay Target Club, 47250 Shelby Rd, Utica, MI. Not investment related. Club Coach. Duties include scheduling, training, coordinating and reporting scores to league. 11-20 hours/mo outside business hours. 1-5 hours/month during business hours. 11.Concorde Tax Group, Investment related, 51847 Van Dyke, Shelby Township, Mi 48316. Tax preparation, CPA and 100% owner, 1-5 hours/month during non trading hours, 11-20 hours/month during trading hours. Start date 10/02/2023. 12. Pineview Homeowners Association, Non-investment related. Non-board member assistant, temporarily appointed to assist the Board with financial issues related to the association. I have no title and was not elected to the Board. Start date: June 2020. Shelby Twp., MI. 1-5 hours/month during trading hours. 13. 2521 Talents, Inc., Non-investment related. Start date 03/2022. President. Oversee business development efforts. Shelby Twp., MI. 1-5 hours/month during trading hours. 14. Kosanke Family Foundation, Non-investment related, 53357 Pondview Dr, Shelby Twp MI 48315. Start date 04/17/2023. Director oversee foundation assets and grants. 1-6 hours/month during non business hours. 1-5 hours/month during business hours. 15. Friends of the Utica High Clay Target Club Inc. Non investment related, 51847 Van Dyke Ave, Sehlby Twp, Mi 48316, 501(C3), tax exempt organization, oversee fund raising activities, Start date 10/02/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-28 |
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