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Current Employers
Concorde Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-21
  • CA RA
    APPROVED
    Since 2024-02-21

Branch Locations

1490 Draper Street, Kingsburg, CA 93631 • 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
OrganizationCityStateFromTo
Principal Life Insurance Company Fresno CA 03/2022 03/2023
Principal Securities Inc Fresno CA 03/2022 03/2023
City Of Hanford Hanford CA 02/2020 03/2022
Tulare County Hhsa Visalia CA 08/2014 02/2020
Lpl Financial Llc Kingsburg CA 03/2023 02/2024
Concorde Investment Services Ann Arbor MI 02/2024 Present
Concorde Asset Management Ann Arbor MI 02/2024 Present
  • 03/2022 → 03/2023
    Principal Life Insurance Company
    Fresno, CA
  • 03/2022 → 03/2023
    Fresno, CA
  • 02/2020 → 03/2022
    City Of Hanford
    Hanford, CA
  • 08/2014 → 02/2020
    Tulare County Hhsa
    Visalia, CA
  • 03/2023 → 02/2024
    Kingsburg, CA
  • 02/2024 → Present
    Concorde Investment Services
    Ann Arbor, MI
  • 02/2024 → Present
    Concorde Asset Management
    Ann Arbor, MI
Previous Registrations
Other Businesses

1. Concorde Asset Management, Investment related, Ann Arbor MI, Investment Advisory, Registered Investment Advisor, provide advisory services for clients. Start date 02/08/2024. 1-5 hours/month during non trading hours, full time during trading hours. 2. Concorde Insurance Agency, Investment related, Ann Arbor MI, Insurance related activities, Agent, Start date 02/08/2024, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 3. Kredit 1031, Investment related, St. Kingsburg, CA 93631, Financial Advisor, DBA for securities related activities, Financial Planning, Certified Divorce Financial Advisor. Start date: 11/24/2025. 1-5 hours/month during non-trading hours, 6-10 hours/month during trading hours. 4. Matthew Kredit, Licensed Insurance Agent. Non-investment related, Hanford, CA. Insurance sales and services through various insurance companies. Start date: 2/15/2024. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2022-05-27
Other Names
  • Matthew Douglas Kredit

View on SEC IAPD

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