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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-25 |
| FL | RA | APPROVED | 2025-03-26 |
| MA | RA | APPROVED | 2024-03-27 |
| IA | RA | APPROVED | 2023-10-03 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
103 E State St Suite 438, Mason City, IA 50401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Hope Church | Lutz | FL | 11/2007 | 07/2017 |
| Thrivent Investment Management Inc | Mason City | IA | 06/2017 | 10/2023 |
| Thrivent Financial | Appleton | WI | 07/2017 | 12/2017 |
| Thrivent Financial | Appleton | WI | 12/2017 | 10/2023 |
| Concorde Investment Services | Ann Arbor | MI | 10/2023 | Present |
| Concorde Asset Management | Ann Arbor | MI | 10/2023 | Present |
1) Mason City Chamber of Commerce, Non Investment related, 103 E State St, Ste 438, Mason City IA 50401, help support the chamber staff and programs as needed, Board of Directors, DVP of Membership and community, to support small businesses and economy in general in the community, Start date 10/14/2021, 1-5 hours/month during non trading hours, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 2) Concorde Asset Management, Investment related, St. Louis Park MN, Advisory Services, Wealth Strategist, advisory investments, insurance, annuities. Start date 10/02/2023, 1-5 hours/month during non trading hours, 40+ hours during trading hours. 3) Concorde Insurance Agency, Investment related, St Louis Park MN, Insurance, Wealth Strategist, investments, insurance, annuities. provide insurance services to clients when appropriate. Start date 10/02/2023, 1-5 hours/month during non business hours, 40+ hours during trading hours. 4) Wealth Progression Group, Investment related, 103 E State St, Ste 438, Mason City IA, 50401, Wealth Strategist, helping clients progress through their financial journey, Start Date 10/02/2023, 1-5 hours/month during non trading hours. 40 + hours during trading hours. 5) One Vision, non-investment related. Clear Lake, IA. Foundation Board Member, provide strategic leadership, strengthen donor/community relationships, and contribute to personal/professional expertise to ensure success of the foundation. Start date: 10/15/2025. 1-5 hours a month during trading hours, 1-5 hours a month during non-trading hours. 6) ELEET Enterprise, LLC. Non-investment related. Mason City, IA. Owner, purchasing office space with leasable unit. Start date: 12/30/2025. 1-5 hours a month during trading hours, 1-5 hours a month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-05 |
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