Preston Paul Mokris

Current Employers

Employment History

• 01/2015 → Present
  Concorde Investment Services, Llc
  Troy, MI
• 01/2015 → Present
  Concorde Asset Management, Llc
  Troy, MI

Previous Registrations

• 2014-01-22 → 2015-01-07
  Prospera Financial Services, Inc.
  Dallas, TX
  Raleigh, NC
• 2008-06-18 → 2013-02-05
  Morgan Keegan & Company, Llc
  Raleigh, NC

Other Businesses

1) Concorde Asset Management, Investment Related, Pinehurst NC, 28374, Investment Advisor Representative, Sales and Service, Start Date: January 2015. 1-5 hours/month during non trading and trading hours. 2) Preston P Mokris LLC, Investment Related, Personal LLC to run Concorde Investment Services, Concorde Asset Management and Concorde Insureance Agency through. The LLC owns 50% of 1031 EXCHANGE DST, LLC. Raleigh NC. Prospecting for clients to do a 1031 Exchange into a DST for Concorde Investment Services. Start Date January 2015, Full time during trading hours. 3) NC INSURANCE LICENSE. Investment Related. Licensed to process insurance in North Carolina. Rep is registered in North Carolina with an insurance license. He does not solicit business but would write business if the client inquired about needing insurance. 4) Reef Asset Advisors, Investment Related, Raleigh NC. Independent Advisor doing business as Reef Asset Advisors to prospect clients for 1031 exchanges into Delaware Statutory Trusts and potential wealth management clients. Business is strictly for Concorde Investment Services and Concorde Asset Management. No client conflict. Start Date January 2015, 11-20 hours/month during not business hours, 21-40 hours a month during business hours. 5) Concorde Insurance Agency, Investment Related. Raleigh NC, Insurance Sales. 1-5 hours/month outside business hours, 1-5 hours/month during business hours. Start Date January 2015 6) Four Oaks TV, LLC, Investment related, Start date October 2019, 1 of 4 owners of two mobile home parks located in Thomasville, NC. Owner and help with high level operations, no involvement in day to day duties. 1-5 hours/month during trading hours. 7) Four Oaks Green Acres, LLC. Investment related. Start date: May 2022. Manager/Member. 1 of 4 owners in the mobile home park. Very little duties as there is an onsite manager. Mars Hill, NC. 1-5 hours/month during trading hours. 8) 108 Hoffman Beach Rd, Investment related, Atlantic Beach NC. Joint Owner of vacation rental at beach, short term rentals. Start Date January 2023. 1-5 hours/ month during non trading hours, 1-5 hours/month during trading hours. 9) 1031 Exchange DST, LLC. Investment related. Pinehurst, NC. Prospect clients for 1031 exchanges into Delaware Statutory Trusts. Start Date January 2015. 21-40 hours/month during non-trading hours. >40 hours/month during trading hours. 10) Four Oaks PG, LLC. Non-investment related. Pinehurst, NC. LLC opened for investment property purchase but is currently inactive. Manager, Start date October 2025. 1-5 hours/month during trading ours, 1-5 hours a month during non-trading hours. 11) Oak Island, NC rental property. Investment related. Oak Island, NC. Owner, rental property to be rented out via AIRBNB & VRBO. Start date: 05/2026. 1-5 hours/month during trading ours, 1-5 hours a month during non-trading hours. 12) FOAKS PPM, LLC. Investment related. Pinehurst, NC. Manager, mobile home park ownership with minimal active duties. Start date: 06/2026. 1-5 hours/month during trading ours, 1-5 hours a month during non-trading hours

Exams

• S66 Uniform Combined State Law Examination
  2008-06-17