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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-22 |
Branch Locations
350 Lincoln Street Suite 2400, Hingham, MA 02043 • United States
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Investment Services | Troy | MI | 05/2011 | 01/2020 |
| Sourcenet Investment Services, Llc | Hingham | MA | 06/2011 | Present |
| Concorde Asset Management, Llc | Troy | MI | 11/2012 | 01/2020 |
| Dai Securities, Llc | Atlanta | GA | 01/2020 | Present |
1)JACK CREIGHTON REAL ESTATE BROKERAGE & CONSULTING; 350 LINCOLN ST, STE 2400 HINGHAM MA 02043 REAL ESTATE BROKERAGE SINCE 1981. UNDER 10% OF TOTAL BUSINESS. Hours worked 1-5 hours during business hours and 1-5 hours worked outside of business activities. 2)S-NET-INVEST. BUSINESS AND FINANCIAL COMMENTARY SINCE 2008. 10 HOURS PER MONTH. 3)NR NOMINEE TRUST REAL ESTATE MANAGEMENT, 23 Cushing Rd Cohasset Ma 02025. Investment Related. Member, oversee real estate. SINCE 1981 1-5 hrs/mp outside business hours, 1-5 hrs/mo during business hours. 4)SOURCENET INVESTMENT SERVICES. START DATE, JUNE 2011. HINGHAM, MA. MANAGER AND 100% OWNER. SALE OF SECURITIES PRODUCTS. 5)SOURCENET INSURANCE, 350 Lincoln St suite 2400, Hingham MA 02043. INVESTMENT RELATED. SALE OF INSURANCE PRODUCTS THROUGH CONCORDE INSURANCE AGENCY. HINGHAM, MA, 1-5 HOURS/MONTH DURING TRADING HOURS.1-5 hrs/mo outside business hours. 6) Concorde Insurance Agency; HINGHAM, MA. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 7)Concorde Asset Management, 350 LINCOLN ST, STE 2400 HINGHAM MA 02043. Investment Related. Asset Manager. 11-20 hrs/month during business hours, 1-5 hours outside business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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