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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-05 |
| NC | RA | APPROVED | 2025-04-08 |
| ID | RA | APPROVED | 2025-01-16 |
| NE | RA | APPROVED | 2022-09-23 |
| AZ | RA | APPROVED | 2022-08-25 |
| NV | RA | APPROVED | 2022-08-24 |
| CA | RA | APPROVED | 2022-08-16 |
| CO | RA | APPROVED | 2022-08-16 |
| TX | RA | APPROVED | 2022-08-16 |
| WA | RA | APPROVED | 2022-08-16 |
Branch Locations
3323 S Fairway St Suite 11, Visalia, CA 93277 • United States
112 W. Elm Street, Hanford, CA 93230 • 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 04/2008 | 10/2017 |
| Scf Securities, Inc | Fresno | CA | 10/2017 | 08/2022 |
| Scf Investment Advisors, Inc | Fresno | CA | 10/2017 | 08/2022 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 08/2022 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 08/2022 | Present |
1) AFG Partners Inc, Investment Related, CA, S Corp used for tax purposes only, Owner-Self Employed Insurance Agent, Selling Life Insruance and Annuities, 1-5 hours weekly/monthly. 2) Athena Financial Group, Investment Related, DBA for Financial Services, 112 W Elm St, Hanford CA, Financial Services for clients, Financial Representative, Start Date 02/2015, Full time 40 hours weekly. 3) Kings Art Center, Non -Investment Related, 605 N Douty St, Hanford, CA 93230, Board Member, 1-5 hours weekly/monthly during non-trading hours. 4) Casa of Kings County, Non-Investment Related, 01 N. Irwin St # 110B, Hanford, CA 93230, Board Member of the Non Profit Serving Children in the Court System. Start 06/2017, 1-5 hours a week/month during trading hours. 5) Concorde Asset Management, Investment Related, Ann Arbor, MI, Investment Adviser Representative, servicing advisory clients, Start date 08/2022, Full Time during trading hours, 40 hours weekly. 6) Rotary Club of Hanford, Non investment related, Hanford CA, Community service organization, member, past president, attend luncheons and assist with community service. Start date 02/01/2012, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 7) Owner of Business property, Non investment related, 112 W Elm St, Hanford CA 93230, Owner, own and manage business property out of which I operate Athena Financial Group. Start date 12/20/2020, 1-5 hours/month during non trading hours, 1-5 hours during trading hours. 8) Jean Gordon, Legal Document Assistant, Non Investment related, 112 W Elm St, Hanford CA 93230, Provide assistantce with Administrative matters pertaining to estate settlements, probate, trust administration, stand alone administrative services, death claims. 9) Susan K. Tackett Trust. Owner. Start date: December 22, 2022. Non-investment related. Trust owns the building in which she confucts business and business pays rent on the building. 112 W. Elm Street. 1-5 hours/month during non-trading hours. 1-5 hours during trading hours. 10) The Tidy Bohemian/Ebay Account. Non-investment related. Reselling of vintage & craft items. Owner & re-seller. Start date: January 2005. 1-5 hours/month during trading outs, 1-5 hours/month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-19 |
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