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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-12 |
| MN | RA | APPROVED | 2023-02-21 |
| CO | RA | APPROVED | 2022-11-30 |
| AR | RA | APPROVED | 2022-09-08 |
| CA | RA | APPROVED | 2022-08-18 |
| WA | RA | APPROVED | 2022-08-18 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
112 West Elm St, Hanford, CA 93230 • United States
3323 S Fairway St Suite 11, Visalia, CA 93277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Gospel Outreach | Tegucigalpa | 07/2005 | 08/2017 | |
| Unemployed | Hanford | CA | 09/2017 | 10/2017 |
| Scf Securities, Inc. | Fresno | CA | 10/2017 | 08/2022 |
| Scf Investment Advisors, Inc. | Fresno | CA | 12/2017 | 08/2022 |
| Concorde Investment Services | Ann Arbor | MI | 08/2022 | Present |
| Concorde Asset Management | Ann Arbor | MI | 08/2022 | Present |
| Athena Financial Group | Hanford | CA | 08/2022 | Present |
1) Athena Financial Group, Investment related, 800 N Irwin St, Hanford CA, 93230; dba for Financial Advisor Firm. Owner/Financial Advisor, provide advisory services under registered rep and Investment advisory licenses, Start date 08/15/2022, 11-20 hours/month during non business hours, 40+ hours during business hours. 2) Rotary Club of Hanford, Non Investment related, Hanford CA 93230, Charity of Non Profit Organization, Club member, assist in activities to raise funds for local causes, Start 01/2020, 6-10 hours/month, during non trading hours, 1-5 hours/month during trading hours. 3) CASA of Kings County, Non Investment related, 101 N Irwin St, Suite 110B, Hanford CA 93230, Charity or Non Profit Organization, Board Member/CFO/Treasurer, provide advocates for foster children throught the court system, fundraise to support the CASA Activities, Start date 04/2021, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 4) Gideons International, Non Investment related, PO Box 140800 Nashville TN 37214, Charity or Non Profit Organization, Vice President of Local Camp, Club member, help raise funds to purchase bibles for distribution to local hotels, motels and schools. Start date 02/01/2021, 1-5 hours/month during non trading hours, 1-5 hours/month trading hours. 5) Concorde Asset Management, Investment Related, Ann Arbor, Mi, Investment Adviser Representative, assist clients with financial planning, Start date 08/2022, Full Time During Trading Hours, 6) Butts Revocable Trust, Investment related, 420 W Malone St, Hanford CA 93230, Trust, Trustee of trust to distribute assets. Start date, 03/01/2023, 1-5 hours/month during non business, 1-5/month during trading hours. 7) AFG Partners Inc, Investment related, 112 W Elm St, Hanford CA 93230, S Corp for partnership for dba Athena Financial Group, Partner, 30% partner in AFG Partners that uses the dba Athena Financial Group, 11-20 hours/month during non trading hours, 40 hours/month during trading hours. 8) First Christian Reformed Church of Hanford. Non-investment related. Elder on the Governing Council. Start date: 9/1/2024. 2175 Leoni Drive, Hanford, CA 93230. 1-5 hours during non-trading hours. 1-5 hours during trading hours. 9) Rental Home. Investment related. Bella Vista, AR. Owner/landlord of rental property. Start date: 1/15/2026. 1-5 hours/month during non-trading hours. 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-01 |
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