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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
700 N. Main Street Suite 104, Taylor, TX 76574 • United States
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 |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Ann Arbor | MI | 03/2016 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 03/2016 | Present |
1. Office Building, 620 N Main St., Taylor, TX 76574, Investment Related. Real Estate (Rent/Invest/Develop); Start Date: 04/22/2008; 1-5 hrs/mo outside bus hours, 1-5 hrs/mo during bus hours. 2. EAGLE Wealth Management Group LLC, Investment related, Start Date: 2/21/2008, Taylor, TX. DBA for securities related activities. Registered Representative, Full time during trading hours. 3. Concorde Insurance Agency, Investment related, Taylor, TX. Insurance Agent; sales and service of life insurance, fixed annuities and LTC insurance, no client conflict. Start date 03/06/2016, 1-5 hours/month during non trading hours, 1-5 hours during trading hours. 4. Concorde Asset Management, LLC, Investment related, Taylor TX, Investment Advisor Rep, Start Date April 2020, 1-5 hours/month during non trading hours, 1-5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-29 |
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