Joseph Terrell Mann

Current Employers

Employment History

• 10/1983 → Present
  Mann Broxson Associates
  Atlanta, GA
• 01/2015 → 11/2022
  Concorde Investment Services, Llc
  Troy, MI
• 01/2015 → 11/2022
  Concorde Asset Management, Llc
  Troy, MI
• 11/2022 → Present
  Ifp Securities, Llc
  Tampa, FL
• 11/2022 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2015-01-02 → 2022-11-29
  Concorde Asset Management, Llc
  Savannah, GA
  Ann Arbor, MI
• 2010-01-13 → 2014-12-31
  Resource Horizons Investment Advisory, Inc.
  Decatur, GA
  Decatur, GA
  Savannah, GA
• 2009-09-08 → 2010-01-11
  Lpl Financial Llc
  Decatur, GA
• 2005-12-02 → 2009-09-08
  Mutual Service Corporation
  Decatur, GA

Other Businesses

(1) MBA advisors - not investment related - 219 E 31st St, Savannah, GA 31401 - business/marketing advice to mostly nonprofits - owner - start date: 11/1/2022 - 8 hours/month - business analysis and consulting (2) Mastercraftment of Savannah - not investment related - 219 E 31st St, Savannah, GA 31401 - refinishing antique heart pine floors - owner - start date: November 1, 2022 - zero hours - dormant business, looking for someone to learn and take over business (3) mba financial advisors - investment related - 219 E 31st St, Savannah, GA 31401 - Fixed Insurance - Owner - insurances: life, disability, LTC - start date: 11/1/2022 - 1 hour/month - 1 hour/month during trading - proposing and completing insurance protections as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-14
• S63 Uniform Securities Agent State Law Examination
  1987-10-02

Other Names

• Terry Mann
• Joseph Mann