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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-16 |
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
1975 C Fifth Ave, San Diego, CA 92101 • United States
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 |
|---|---|---|---|---|
| Full Time Student | Berkeley | CA | 11/2011 | 05/2021 |
| Emerson Equity Llc | San Mateo | CA | 07/2022 | 09/2022 |
| Compass | San Diego | CA | 03/2021 | 08/2022 |
| Concorde Investment Services | Livonia | MI | 09/2022 | Present |
| Bangerter Financial Services, Inc. | Roseville | CA | 09/2022 | 11/2025 |
| Emerson Equity Llc | San Mateo | CA | 08/2022 | 09/2022 |
| Bangerter Financial Services, Inc. | Roseville | CA | 11/2022 | 05/2023 |
| Concorde Asset Management | Ann Arbor | MI | 05/2023 | 01/2025 |
| Concorde Asset Management | Ann Arbor | MI | 12/2025 | Present |
1) CRAB Holdings LLC , Investment related, 991-C Lomas Santa Fe Drive #320, Solana Beach, CA 92075, Member, investment real estate holding , equal interest partners in an investment property, 25% ownership. Start Date 05/01/2020, 1-5 hours/month during non business hours, 1-5 hours/month during business hours. 2) Team Metro, Investment related, 1975 Fifth Avenue Ste C, San Diego Ca, 92101, Real estate agent, referring people looking to sell properties to use the service of appropriate agents and help the clients do DST or QOZ . Start date 10/20/2022, 11-20 hours/month non business hours, 1-5 hours/month during business hours. 3) San Diego Board Member of CCIM, Investment related, CA, Board Member, I help the organization host events throughout the year, I give the other board members ideas of what our next events should be as well as help try to grow the chapter, Start date 07/26/2023, 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours. 4) CalCPA, Investment related, CA , CPA networking group, group gives CE credits to CPA's as well as a networking place, member, attend events, Start Date 12/22/2023, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 5) AKG Capital Advisors LLC. Investment related. Principal - S-corp for tax purposes. Start date: 9/21/2024. San Diego, CA 92130. >40 hours during non-trading hours. >40 hours during trading hours. 6) Concorde Asset Management. Start date: November 2025. Investment-related business. Investment Advisor. 3909 Research Park Drive Ann Arbor, MI 48108 7) 1031 Capital Advisors. Investment related. DBA for securities related business. Start date: Nov. 7, 2025. San Diego, CA. Owner/Registered Representative. Advisor at Concorde Investment Services and Concorde Asset Management. >40 hrs/month during non-trading hrs. >40 hrs/month during trading hrs. 8) Landlords.com, investment related. Start date: January 2026. Lead recipient, receives leads from company. Minneapolis, MN. 6-10 hours/month during trading hours, 6/10 hours/month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
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