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Advisor at CONCORDE ASSET MANAGEMENT, LLC
ANN ARBOR, MI | Auburn, CA | Reno, NV
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 | May 19, 2026 | n/a | yes | ANN ARBOR, MI|Reno, NV|Auburn, CA | Current employment |
| DIVERSIFY ADVISORY SERVICES, LLC | Bd affiliated wealth | May 2, 2025 | Apr 6, 2026 | no | Reno, NV|SOUTH JORDAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC | CONCORDE ASSET MANAGEMENT, LLC | Apr 6, 2026 | May 19, 2026 | 43 | Firm change | Ibd to ibd |