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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
| WY | RA | APPROVED | 2026-02-20 |
| KY | RA | APPROVED | 2026-01-21 |
| MD | RA | APPROVED | 2025-08-06 |
| FL | RA | APPROVED | 2025-01-16 |
| MT | RA | APPROVED | 2023-01-04 |
| SC | RA | APPROVED | 2023-01-03 |
| CO | RA | APPROVED | 2019-12-18 |
| AZ | RA | APPROVED | 2019-02-12 |
| NC | RA | APPROVED | 2018-02-28 |
| SD | RA | APPROVED | 2017-07-31 |
| MN | RA | APPROVED | 2017-04-21 |
| ND | RA | APPROVED | 2016-07-09 |
| CA | RA | APPROVED | 2016-07-08 |
Branch Locations
125 Main Street Suite 250, Williston, ND 58801 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
1260 N. Joplin, Mesa, AZ 85207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Livonia | MI | 06/2016 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 06/2016 | Present |
1)HEPTAGON SEVEN CONSULTING INC, Non-investment related. Mesa, AZ. President, Engineering and Construction Management. Owner as 26% of the company; Bookkeeping and Administrative Duties. 1-5 hours/month during trading hours. 2)TRUWEALTH FINANCIAL. INVESTMENT RELATED. WILLISTON, ND. DBA FOR SECURITIES AND INSURANCE BUSINESS. INVESTMENT RELATED MARKETING, SALES AND SERVICE. FULL TIME. 3)CONCORDE ASSET MANAGEMENT. INVESTMENT RELATED. WILLISTON, ND. INVESTMENT ADVISOR REPRESENTATIVE, SALES AND SERVICE, START DATE JUNE 2016. 4) Concorde Insurance Agency; Indian Wells, CA. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5) Bakken Capital Advisors, LLC. Investment Related. Williston, ND. Start date: 01/2021. Member. Nature of the business: LLC DBA Landowner exchange to market and provide 1031/1033 DST options. 6-10 hours/month during trading hours. 6) JenFred, LLC. Investment Related LLC. Located in Mesa, Arizona. Position: Member. Analysis and strategic development in small businesses for a fee. Onsite meetings for implementation and group meetings. EOS Implementer with following of process. 11-20 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-27 |
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