DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CONCORDE ASSET MANAGEMENT, LLC
ANN ARBOR, MI | Ann Arbor, MI | St. Louis Park, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CONCORDE ASSET MANAGEMENT, LLC | Bd affiliated wealth | Aug 4, 2026 | n/a | yes | ANN ARBOR, MI|St. Louis Park, MN|Ann Arbor, MI | Current employment |
| EDWARD JONES | National bd RIA | Feb 22, 2023 | Jul 20, 2026 | no | ST LOUIS, MO|Apple Valley, MN|BURNSVILLE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | CONCORDE ASSET MANAGEMENT, LLC | Jul 20, 2026 | Aug 4, 2026 | 15 | Firm change | Ibd to ibd |