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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-20 |
Branch Locations
51847 Van Dyke Road, Shelby Township, MI 48316 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eppler Middle School / Utica High School | Utica | MI | 03/2014 | 05/2019 |
| Parkway Chrysler Dodge Jeep Ram | Clinton Township | MI | 06/2019 | 08/2019 |
| Central Michigan University | Mount Pleasant | MI | 09/2019 | 05/2023 |
| Plastic Omnium | Troy | MI | 05/2021 | 08/2021 |
| Orchid Orthopedics | Mason | MI | 04/2022 | 07/2023 |
| Concorde Investment Services | Ann Arbor | MI | 08/2023 | Present |
| Concorde Financial Group | Shelby Township | MI | 08/2023 | Present |
-Concorde Financial Group -Investment Related -51847 Van Dyke Ave, Shelby Township MI 48316 -Financial Investment Advisory -Client Services -08/2023 -160 hours a month -130 hours during trading hours -Client support with paperwork and assisting advisor with any duties he needs to perform
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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