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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-18 |
| MI | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | 02/2024 |
| Kestra Investment Services, Llc | Austin | TX | 06/2010 | 02/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 04/2024 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 04/2024 | Present |
1) Concorde Holdings, Inc., Investment related. Ann Arbor, MI. Holding company of broker dealer and RIA affiliate. Sales Supervisor. Start date: April 2024. Full time during trading hours. 2) Concorde Asset Management. Investment related. Ann Arbor, MI. RIA affiliate for broker-dealer entity. Sales Supervisor. Start date: April 2024. Full time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-18 |
Reach out to this advisor