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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-24 |
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 |
|---|---|---|---|---|
| Eric Barbarita, Sole Proprietor | San Diego | CA | 01/2019 | Present |
| Unemployed | San Diego | CA | 02/2017 | 06/2019 |
| Eric Barbarita, Sole Proprietor | San Diego | CA | 02/2014 | 01/2017 |
| Eb Vip Transit Llc | San Diego | CA | 01/2014 | 12/2016 |
| Concorde Investment Services | Ann Arbor | MI | 09/2022 | Present |
| Bangerter Financial Services, Inc. | Roseville | CA | 11/2022 | 12/2025 |
| Concorde Asset Management | Ann Arbor | MI | 05/2023 | 01/2025 |
| Concorde Asset Management | Ann Arbor | MI | 12/2025 | Present |
1) Eric Barbarita Services, Individual Sole Proprietorship, Non investment related, CA, small consulting business, give advice to small business owners in the area if they need assistance. Typically refer third party contractors for assistance in areas of social media, marketing, logistics, operations. Start date 08/09/2023. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 2) Thornwood Financial, Investment Related. South Elgin, IL. As of 2022, this is the DBA for financial advisory services and securities business activities. Small business consulting, exit & succession planning, life insurance sales (not variable), college planning and debt management consulting. Registered Rep. General consulting. 1-5 hours/mo outside business hours, 1-5 hours/mo during business hours. 3) Concorde Asset Management. Investment-related. Start date: December 22, 2025. Ann Arbor, MI 48108. Investment Advisor Representative. Provide Fiduciary financial advice to clients under FINRA rules and guidelines. 6-10 hrs/month during non-trading hrs. 11-20 hrs/month during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
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