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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-10 |
| HI | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED_RES | 2024-11-04 |
| NH | RA | APPROVED | 2024-06-19 |
| IL | RA | APPROVED | 2023-07-31 |
| NC | RA | APPROVED | 2022-06-28 |
| GA | RA | APPROVED | 2021-05-27 |
| NY | RA | APPROVED | 2021-05-14 |
| VA | RA | APPROVED | 2020-11-20 |
| CT | RA | APPROVED | 2020-07-02 |
| MI | RA | APPROVED | 2018-07-24 |
| WI | RA | APPROVED | 2017-07-06 |
| NJ | RA | APPROVED | 2016-10-24 |
| AZ | RA | APPROVED | 2016-10-03 |
| PA | RA | APPROVED | 2016-09-22 |
| MA | RA | APPROVED | 2016-09-21 |
Branch Locations
1599 Washington St Suite 2C, Braintree, MA 02184 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Livonia | MI | 03/2016 | 09/2016 |
| Concorde Asset Management, Llc | Livonia | MI | 03/2016 | 09/2016 |
| Lasalle St Securities | Elmhurst | IL | 09/2016 | Present |
1) HARVEST FINANCIAL GROUP LLC, 1599 WASHINGTON STREET SUITE 2C BRAINTREE, MA Senior Vice President since 09/2016; INVESTMENT RELATED Financial Advisory Services 40 hrs a week during trading hours; PROVIDE FINANCIAL PLANNING and life, health and accident licensed agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-14 |
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