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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-26 |
Branch Locations
205 26Th Street Suite 24, Ogden, UT 84401 • United States
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 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
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