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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-10-24 |
| MA | RA | APPROVED | 2018-07-24 |
| MI | RA | APPROVED | 2017-07-26 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Asset Management, Llc | Ann Arbor | MI | 10/2022 | 05/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 10/2022 | 05/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 05/2024 | Present |
| Concorde Investment Services, Llc | Ann Arbor | MI | 12/2024 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 07/2017 | 10/2022 |
| Concorde Investment Services | Livonia | MI | 10/2016 | 10/2022 |
| Unemployed | Farmington | MI | 05/2009 | 10/2016 |
1) Concorde Holdings, Inc., Ann Arbor, MI. Investment Related. Holding company for Concorde Investment Services. Chief Compliance Officer. 1-5 hours during business hours, 1-5 hours outside of business hours. 2) Concorde Asset Management, Ann Arbor, MI. Investment Related. Chief Compliance Officer. 20-40 hours per month during business hours, 1-5 hours outside of business hours. 3) Preservation Farmington, 31721 Sherwood Street, Farmington, MI, 48336. Not Investment Related. Co-Founder, historic preservation advocacy group for Farmington and Farmington Hills, Michigan. Director of Educational Programming. No time spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-25 |
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