Frank Timothy Dunn

Current Employers

Employment History

• 12/2003 → Present
  Capstone Financial Consultants
  The Woodlands, TX
• 10/2010 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 05/2018 → Present
  Concorde Asset Management, Llc
  Ann Arbor, MI

Other Businesses

1) Capstone Financial Consultants, Investment related, DBA for securities related activities, The Woodlands, TX. Owner/Registered Rep. Full time during trading hours. 2) FRANK DUNN, CPA. PROVIDING CPA SERVICES INCLUDING TAX PREPARATION. LOCATED IN THE THE WOODLANDS, TX. NON-INVESTMENT RELATED. APPROX 1-5 HOURS/MONTH DURING BUSINESS HOURS, 1-5 HOURS/MONTH DURING NON-BUSINESS HOURS. STARTED DEC 2009. 3) Concorde Asset Management, Investment related, The Woodlands, TX., Investment Advisor Representative, Investment Advisory Sales and Service. 1-5 hours/week during trading hours. 4) Capstone Financial Consultants LLC Investment Adviser, The Woodlands, TX. Investment Related. Owner, investment advisory services. 6-10 hrs/mo outside business hours, 1-5 hrs/mo during business hours. 5) Mary's Call LLC. Non-investment related. The Woodlands, TX. Disseminate religious information, member. 1-5 hours/month during business hours, 1-5 hours/month during non-business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-24
• S63 Uniform Securities Agent State Law Examination
  2003-07-30

Other Names

• Frank Timothy Dunn
• Frank T Dunn