Best Investors
Account
Sign in
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-03-29 |
| GA | RA | APPROVED | 2016-01-13 |
Branch Locations
Lawrenceville, GA • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Livonia | MI | 01/2016 | Present |
| Concorde Asset Management, Llc | Livonia | MI | 01/2016 | Present |
1. DBA GLOVER WEALTH MANAGEMENT, LLC | : 1009 Pinfeather Court, Lawrenceville, GA 30043| NATURE OF BUSINESS: FINANCIAL PLANNING, RETAIL BROKERAGE| INVESTMENT RELATED| MANAGING DIRECTOR| DUTIES: FINANCIAL PLANNING AND RETAIL BROKERAGE| START DATE: 8.6.2014| HOURS DEVOTED TO BUSINESS: 180 HOURS/MONTH| HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 8 HOURS/DAY. 2. Concorde Asset Management, LLC. Registered Investment Advisory Firm. Investment Advisor Representative. Investment related. John Creek, GA. 21-40 hours per month during business hours, 6-10 hours per month outside normal business hours. 3. Concorde Insurance Agency; John Creek, GA. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 4. Rotary International, Non investment related, local service chair, organizing local events vets, women shelters, addiction recover, suicide prevention. Foundation chair, writing grants, mathcing district and internation grants, volunteer. Start date 03/05/2024, 6-10 hours/month during non business hours. 1-5 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-07 |
Reach out to this advisor