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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 | 2024-08-05 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
44 Montgomery Street Suite 1610, San Francisco, CA 94101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 09/2021 | 06/2023 |
| Conventus Holdings Corporation | San Francisco | CA | 10/2020 | 09/2021 |
| Darktrace | San Francisco | CA | 09/2019 | 10/2020 |
| Uc Berkeley | Berkeley | CA | 05/2016 | 05/2019 |
| Unemployed | Mission Viejo | CA | 05/2019 | 09/2019 |
| First Republic Investment Management, Inc | San Francisco | CA | 05/2023 | 06/2023 |
| Concorde Investment Services | Livonia | MI | 06/2023 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 08/2024 | Present |
1) Sequent Real Estate & Wealth Management, Investment related, 44 Montgomery St. St 1610 San Francisco, CA 94104. Investment Advisory, seniors analyst assisting in the day to day activities involved with servicing our clients. Start date 06/19/2023, 1-5 hours/month during non business hours, 40+ hours/month during business hours. 2) Rental Properties, Non Investment related, Corona CA, Mission Viejo CA, Rental Property, Owner, one third owner of each rental property, Start date 01/03/2024, 1-5 hrs/month during non trading hours, 1-5 hrs/month during trading hours. 3) Concorde Asset Management, LLC, Investment related. San Francisco, CA, Registered Investment Advisory firm. Position: Investment Advisor Representative. Start date: August 2024. Full time during trading hours. 4) Ben Oren-Insurance Agent. Investment related. Sell/become AOR on variable life insurance and variable annuity policies. Registered Rep. Start date: Sept. 2024. 6-10 hours/month during non-business hours. 21-40 hours/month during business hours. 5) The Orem Company, LLC. Investment related. Mission Viejo, CA. Manage two rental properties in Southern California & cash generated from rentals. Manager. Start date: December 16, 2024. 6-10 hours/month during non-business hours, 1-5 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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