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7261 W. Central Avenue, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2000-02-24 |
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 |
|---|---|---|---|---|
| Integrated Financial Resources | Toledo | OH | 06/1985 | Present |
| Concorde Investment Services | Ann Arbor | MI | 02/2012 | Present |
| Concorde Asset Management | Ann Arbor | MI | 02/2012 | Present |
1) Integrated Financial Resources, Inc. Investment related. President and Investment Advisor. Registered Investment Advisory firm and DBA for securities related activities. Full time during trading hours. 2) University of Toledo Varsity T-Club, 2801 W. Bancroft, Toledo, OH, 43606. Not investment related. Member, supports student athletics. 1 hour per month. 3) Concorde Asset Management, Investment related, Investment Advisor Rep, TOLEDO OH. START DATE FEBRUARY 2012. INVESTMENT RELATED. INVESTMENT ADVISORY SERVICES. FULL TIME. 4) Concorde Insurance Agency; Investment related, TOLEDO, OH. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5) Fellowship of Christian Athletes, Non Investment related, 7261 W Central Avenue, Ohio 43617, member, financial help/occasional preach, 1-5 hours/month during non trading hours, 1-5/month during trading hours. 6) JTR Management, Non Investment related, 7261 W Central Avenue, Ohio 43617, Office Building owner, Own office building where Integrated Financial operates. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-19 |
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