William Robert Walker

Current Employers

Concorde Asset Management, Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-04-29
AZ	RA	APPROVED	2024-05-28
IL	RA	APPROVED	2023-04-14
CA	RA	APPROVED	2023-02-06

WA RA
APPROVED

Since 2026-04-29
AZ RA
APPROVED

Since 2024-05-28
IL RA
APPROVED

Since 2023-04-14
CA RA
APPROVED

Since 2023-02-06

Branch Locations

Peoria, AZ • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
World Financial Group, Inc.	Gardena	CA	01/2010	Present
Fenix Marine Services - Formerly Eagle Marine Services	Terminal Island	CA	09/2003	06/2019
Bci Capital Management, Inc	Las Vegas	NV	11/2002	12/2021
Walker Trading Group, Lp	Las Vegas	NV	11/2002	10/2018
Transamerica Financial Advisors, Inc	Gardena	CA	01/2012	12/2022
Pj Properties Llc Shizuko Komura Properties Llc	Las Vegas	NV	03/2004	12/2021
Pj Properties, Llc	Cheyenne	WY	12/2021	06/2025
Bci Management, Inc	Las Vegas	NV	12/2021	05/2026
Concorde Investment Services	Ann Arbor	MI	02/2023	Present
Concorde Asset Management	Ann Arbor	MI	02/2023	Present

01/2010 → Present

World Financial Group, Inc.

Gardena, CA
09/2003 → 06/2019

Fenix Marine Services - Formerly Eagle Marine Services

Terminal Island, CA
11/2002 → 12/2021

Bci Capital Management, Inc

Las Vegas, NV
11/2002 → 10/2018

Walker Trading Group, Lp

Las Vegas, NV
01/2012 → 12/2022

Transamerica Financial Advisors, Inc

Gardena, CA
03/2004 → 12/2021

Pj Properties Llc Shizuko Komura Properties Llc

Las Vegas, NV
12/2021 → 06/2025

Pj Properties, Llc

Cheyenne, WY
12/2021 → 05/2026

Bci Management, Inc

Las Vegas, NV
02/2023 → Present

Concorde Investment Services

Ann Arbor, MI
02/2023 → Present

Concorde Asset Management

Ann Arbor, MI

Previous Registrations

2012-01-06 → 2022-12-06

Transamerica Financial Advisors, Llc

Valencia, CA

Gardena, CA

Valencia, CA

Gardena, CA
2011-04-18 → 2012-01-06

Investment Advisors International, Inc.

Torrance, CA

Other Businesses

1. Centurion Strategic Advisors Inc. Investment related, Castiac CA, DBA for Secuities and Insurance business , Registered Representative, Start date 02/2023 - full time during trading hours. 2. World Financial Group, Investment related, Johns Creek, GA, Insurance, Life & Health agent, Start date 11/2009, 1-5 hours monthly during non business hours, 1-5 hours monthly during business. 3. Concorde Asset Management, Investment related , Investment Advisor Representative. CA start date 02/2023. 4. Concorde Insurance Agency, Investment related Ca start date 02/2023, Insurance Agent, Insurance sales, full time during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-14
S63	Uniform Securities Agent State Law Examination	2010-05-18

S65 Uniform Investment Adviser Law Examination

2010-11-14
S63 Uniform Securities Agent State Law Examination

2010-05-18

View on SEC IAPD