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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 | 2025-09-30 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
100 E. San Marcos Blvd. Suite 400, San Marcos, CA 92069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services | Livonia | MI | 05/2023 | Present |
| Compass | Encinitas | CA | 05/2021 | Present |
| Pacific Sotheby's Realty | La Jolla | CA | 05/2019 | 05/2021 |
| Re/Max | Carlsbad | CA | 02/2016 | 05/2019 |
1) 1031 Capital Solutions. Investment related. San Marcos, CA. DBA for securities related activities, Vice President of Investments, advise clients on real estate investments of DST's, Start date: 06/01/2023. 6-10 hours during non trading hours, 21-40 hours during trading hours. 2) Jacob D Driver - Real Estate Broker. Investment-related. Has real estate license and may use it to buy or sell real estate for himself or other interested parties. Start date: 10/1/2025. 1156 La Noche Dr., San Marcos, CA 92078. Broker. 1-5 hrs/month during non-trading hours. 1-5 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-26 |
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