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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
UT RA APPROVED 2026-08-26
  • UT RA
    APPROVED
    Since 2026-08-26

Branch Locations

Syracuse, UT • United States

205 26Th Street Suite 24, Ogden, UT 84401 • United States

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
Concorde Investment Services, Llc Ann Arbor MI 01/2026 Present
Bridgepoint Capital Ogden UT 11/2019 Present
Bpi Midstream Ogden UT 03/2017 11/2019
Boh Inc Ogden UT 10/2014 02/2017
Concorde Asset Management Ann Arbor MI 08/2026 Present
  • 01/2026 → Present
    Concorde Investment Services, Llc
    Ann Arbor, MI
  • 11/2019 → Present
    Bridgepoint Capital
    Ogden, UT
  • 03/2017 → 11/2019
    Bpi Midstream
    Ogden, UT
  • 10/2014 → 02/2017
    Boh Inc
    Ogden, UT
  • 08/2026 → Present
    Concorde Asset Management
    Ann Arbor, MI
Other Businesses

1. Concorde Asset Management, Investment related. RIA for advisory business. Registered Investment Advisor. Start date: August 2026. Full time during trading hours. 2. Fuga LLC. Non-investment related. Member, lead generation through social media marketing. Ogden, UT. Start date: May 2020. 6-10 hours/month during trading hours, 1-5 hours/month during non-trading hours. 3. MOTM LLC. Non-investment related. Member, completes annual accounting tasks for rental property. Ogden, UT. Start date: April 2025. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours. 4. Edgewater Reserve, LLC. Investment related. Owner, DBA for securities business. Ogden, UT. Start date: November 2025. 1-5 hours/month during trading hours, part time during non-trading hours. 5. Fairway Crossing, LLC. Non-investment related. Member, complete annual accounting for rental properties. Ogden, UT. Start date: May 2018. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-08
  • S66 Uniform Combined State Law Examination
    2025-07-08

View on SEC IAPD

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