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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-04 |
| NV | RA | APPROVED | 2026-08-04 |
| NY | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-04 |
| WI | RA | APPROVED | 2026-08-04 |
Branch Locations
3909 Research Park Drive, Ann Arbor, MI 48108 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
5775 Wayzata Blvd. Suite 700, St. Louis Park, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2022 | 07/2026 |
| Safco Products | New Hope | MN | 03/2018 | 09/2022 |
| Transitions Home Care | Champlin | MN | 06/2013 | 12/2017 |
| Concorde Investment Services | Ann Arbor | MI | 07/2026 | Present |
1. Wealth Progression Group. Investment related. St. Louis Park, MN. Wealth Strategist, DBA for securities business. Start date: July 2026. Full time during trading hours, 1-5 hours/month during non-trading hours. 2. Concorde Asset Management. Investment related. Ann Arbor, MI. Investment Advisor Representative. RIA for advisory business. Start date: July 2026. Full time during trading hours, 1-5 hours/month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
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