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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-05-22 |
| MA | RA | APPROVED | 2026-02-08 |
| AZ | RA | APPROVED | 2025-11-14 |
| AK | RA | APPROVED | 2025-09-23 |
| IA | RA | APPROVED | 2025-02-03 |
| GA | RA | APPROVED | 2025-01-22 |
| OK | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2024-12-18 |
| OR | RA | APPROVED | 2023-07-05 |
| WA | RA | APPROVED | 2023-06-02 |
Branch Locations
201 Ne Park Plaza Drive Suite 200, Vancouver, WA 98684 • United States
1800 Blakenship Rd Suite 214, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | Tualatin | OR | 07/2016 | 02/2023 |
| Jp Morgan Securities Llc | Tualatin | OR | 06/2017 | 02/2023 |
| Concorde Investment Services | Ann Arbor | MI | 02/2023 | Present |
| Concorde Asset Management | Ann Arbor | MI | 05/2023 | Present |
1) Wealth Investment Services DBA for securities related activities , Vancouver WA , Registered Representative , full time during trading hours. 2) Concorde Insurance Agency, Investment related, Livonia Mi , Insurance Agent 02/2023, full time during trading hours. Sell insurance products. 3) WULA/Manhattan Life, Investment related. Spokane, WA. Producer selling insurance products. 1-5 hours during non-trading hours, 1-5 during trading hours. 4) Alpine Brokerage, Investment related, 112 G Center Blvd, Marlton NJ, 08053. Producer selling and servicing annuities and insurance, Start date 03/06/2023, 21-40 hours/month during non trading and trading hours. 5) Concorde Asset Management, Investment related, Livonia Mi, Investment Advisor Representative, advising clients on investment decisions, Start date 05/29/2023, 21-40 hours/month during non trading hours and trading hours. 6) The Ohio State Life Insurance Company- NexAnnuity, Investment related, PO Box 25417, Salt Lake City UT, 84125. Producer, selling fixed and indexed annuities. Start date 08/01/2023. 6-10 hours/month during non trading hours. 6-10 hours/month during trading hours. 7) Quantum, Investment related, 18700 N Hayden Rd Suite 310, Scottsdale, AZ 85255. Producer, selling annuities, Start date 11/06/2023, 1-5 hours/month during non business hours, 1-5 hours/month during business hours. 8) American National Ins Co (ANICO). Investment related. Start date: May 2024. Licensed insurance agent Selling various types of annuities and life insurance. West Linn, OR. 1-5 hours/month during trading hours. 9) Lincoln Financial Group. Investment related. Start date: May 2024. Licensed insurance agent Selling various types of annuities and life insurance. West Linn, OR. 1-5 hours/month during trading hours. 10) Wilsonville-Kitakata Sister City Advisory Board. Non-investment related. Start date: January 2022. Volunteer position for neighboring city fostering economic and academic ties and student exchanges between the City of Wilsonville, Oregon and Kitakata, Japan. Position-Vice Chair. Wilsonville, OR. Mainly I help to organize meeting between city officials and volunteers and organize middle school and high school student exchanges. 1-5 hours/month during trading hours. 11) SRA. Investment related. West Linn, OR. Producer, selling/establishing 831(b) plans. Start date: 11/2024. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-14 |
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