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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-05-23 |
Branch Locations
3458 Stellhorn Rd, Fort Wayne, IN 46815 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • 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 |
|---|---|---|---|---|
| Lederman Insurance, Inc. | Fort Wayne | IN | 01/2014 | Present |
| Concorde Investment Services | Livonia | MI | 11/2017 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 03/2018 | Present |
1) Lederman Insurance Inc. 3458 Stellhorn Rd, Fort Wayne Indiana 46815. Non-investment related. Life Insurance Salesman,Contacting and selling life insurance to current and potential clients of the agency.v 01/2014.11-20 hrs/mo during business hours, 6-10 hrs/mo outside business hours. 2) Concorde Asset Management, LLC. Fort Wayne, IN. This is an investment related activity. Start date, March 2018, Investment Advisor Representative. Part time. 3) CONCORDE INSURANCE AGENCY, 19500 Victor Parkway, Suite 550, Livonia, MI 48152. This is an investment related activity. Insurance sales agent, 1-5 hrs/month outside business hours, 40+ hrs/month during business hours. 4) Lederman Financial Services, Investment related, 3485 Stellhorn Rd, Fort Wayne IN 46815, financial advising, owner, financial services, Start date 11-20 hours/month during non business hours, 40+ hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-20 |
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