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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-29 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Kennesaw, GA • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Duluth | GA | 10/2015 | 11/2017 |
| Cetera Investment Advisers | Duluth | GA | 10/2015 | 11/2017 |
| Centaurus Financial Inc. | Anaheim | CA | 03/2018 | 07/2020 |
| S & M Realty, Llc | Duluth | GA | 03/2013 | 02/2018 |
| Alexander Capital, L.P. | New York | NY | 08/2020 | 10/2022 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 10/2022 | Present |
| Capital Square Realty Advisors | Glen Allen | VA | 06/2020 | 04/2022 |
| Concorde Asset Management, Llc | Ann Arbor | MI | 02/2023 | 10/2023 |
1) Fortitude Investment Group. Investment related. Setauket NY 11733. Registered Representative and DBA for securities related activities. Start date: October 2022. Full time during trading hours. 2) Marc Slavny, Investment related, Setauket NY 11733, Insurance licensed agent, Sales and management of insurance products. Start date November 2022, 1-5 hours per month during trading hours, 1-5 hours per month during non trading hours. 3) Consulting, non-investment related, consulting with people/companies to help with internal accounting, finding investors/buyers, connecting with private equity groups. Start date 3/2022. 1-5 hours per month during trading hours, 1-5 hours per month during non trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
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