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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-12 |
Branch Locations
44 Montgomery Street Suite 1610, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Comprehensive Financial & Tax | Manhattan Beach | CA | 04/2018 | 07/2020 |
| California Pizza Kitchen | Manhattan Beach | CA | 11/2014 | 12/2020 |
| Concorde Investment Services, Llc | Livonia | MI | 09/2018 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 07/2019 | Present |
1) Sequent + Real Estate Wealth Management, Client Relationship Manager/Registered Assistant, El Segundo, CA, Start date 07/2020. Full time during trading hours. 2) Concorde Asset Management. Investment related. Assist with opening new third party money manager accounts. 1-5 hours per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-09 |
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