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17074 Hwy 20 W., Lindale, TX 75771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Breedlove Insurance & Financial Services | Tyler | TX | 08/1969 | Present |
| Concorde Investment Services, Llc | Troy | MI | 04/2012 | 10/2020 |
| Concorde Asset Management, Llc | Troy | MI | 11/2013 | 10/2020 |
| Swords Wealth Management, Llc | Lindale | TX | 11/2020 | Present |
1-MKB MANAGEMENT COMPANY, LLC, 1024 Pruitt Place, Tyler, TX. Managing Member, Start Date 8/2004. 6-10 HRS/MO during business hours, 6-10 HRS/MO outside business hours. 2-MKB LAND, LTD., 1024 Pruitt Place, Tyler, TX. General Partner as Managing Member of LLC, Start Date 8/2004, Owns various Real Estate investments. 1-5 HRS/MO during business hours, 1-5 HRS/MO outside business hours. 3-MKB INVESTMENTS, LTD., 1024 Pruitt Place, Tyler, TX. General Partner as Managing Member of LLC, Start Date 8/2004, 1-5 HRS/MO during business hours, 1-5 HRS/MO outside business hours. 4- BREEDLOVE INTERESTS LLC, TYLER, TX. Managing Member, Start Date 8/2004.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-04 |
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