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Current Employers
Concorde Asset Management, Llc

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-01-05
AL RA APPROVED 2020-12-07
  • MI RA
    APPROVED
    Since 2021-01-05
  • AL RA
    APPROVED
    Since 2020-12-07

Branch Locations

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Birmingham AL 08/2019 08/2020
Bbva Usa Birmingham AL 08/2020 11/2020
Bbva Securities, Inc. Birmingham AL 09/2020 11/2020
Bbva Wealth Solutions Inc. Birmingham AL 09/2020 11/2020
Concorde Investment Services, Llc Ann Arbor MI 12/2020 01/2025
Concorde Asset Management, Llc Ann Arbor MI 12/2020 01/2025
American Alternative Capital, Llc/Link Alts Capital, Llc Livonia MI 07/2022 01/2024
Concorde Investment Services, Llc Ann Arbor MI 01/2025 Present
Concorde Asset Management, Llc Ann Arbor MI 01/2025 Present
Concorde Holdings, Inc. Ann Arbor MI 12/2020 Present
Proequities, Inc Birmingham AL 06/2006 07/2016
Triloma Securities, Llc Winter Park FL 07/2016 08/2019
  • 08/2019 → 08/2020
    Self-Employed
    Birmingham, AL
  • 08/2020 → 11/2020
    Bbva Usa
    Birmingham, AL
  • 09/2020 → 11/2020
    Bbva Securities, Inc.
    Birmingham, AL
  • 09/2020 → 11/2020
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 12/2020 → 01/2025
    Concorde Investment Services, Llc
    Ann Arbor, MI
  • 12/2020 → 01/2025
    Ann Arbor, MI
  • 07/2022 → 01/2024
    American Alternative Capital, Llc/Link Alts Capital, Llc
    Livonia, MI
  • 01/2025 → Present
    Concorde Investment Services, Llc
    Ann Arbor, MI
  • 01/2025 → Present
    Ann Arbor, MI
  • 12/2020 → Present
    Concorde Holdings, Inc.
    Ann Arbor, MI
  • 06/2006 → 07/2016
    Proequities, Inc
    Birmingham, AL
  • 07/2016 → 08/2019
    Triloma Securities, Llc
    Winter Park, FL
Previous Registrations
  • 2020-09-17 → 2020-12-03
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
  • 2006-06-26 → 2016-07-22
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
  • 2005-07-20 → 2006-06-26
    Amsouth Investment Management Company Llc
    Birmingham, AL
Other Businesses

1) Concorde Asset Management, LLC, Investment related, Ann Arbor, MI, Registered Investment advisory firm affiliation with the BD, Concorde Investment Services. Chief Due Diligence Officer. Start date, December 2020. Full time during trading hours. 2) Concorde Holdings, Inc., Investment related, Ann Arbor MI, Holding company for Broker Dealer and RIA affiliate. Start date, December 2020. Full time. 3) Concorde Insurance Agency, Inc., Investment related, Ann Arbor, MI, Insurance agency for Broker Dealer and RIA affiliate. Start date, December 2020. Full time 4) L&A Outdoors, Non Investment related, Cullman, AL. RV rentals on Lewis Smith Lake. Dual LLC Part Owner, RV Park rents lots to outside persons on a monthly/annual basis, collect rent, maintenance of the grounds, Start date 01/01/2022. 6-10 hours/month during non trading hours. 1-5 hours/month during trading hours. 5) ADISA. Investment-related. ADISA Board Member. Start date: Jan 1, 2026. Indianapolis, IN 46240. Vote on matters and give direction to the association regarding how IBDs do business and perform due diligence. 6-10 hours/month during non-trading hours. 1-5 hrs/month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-22
  • S66 Uniform Combined State Law Examination
    2003-09-22
Other Names
  • Amy Perryman
  • Amy P Gunter
  • Amy Theresa Perryman
  • Amy Gunter
  • Amy Perryman Gunter

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