DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

MATTHEW W. NAVARRE

Advisor at CONCORDE ASSET MANAGEMENT, LLC

Mt. Pleasant, WI | Perrysburg, OH | ANN ARBOR, MI | Huntley, IL | Maumee, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49fc3b45-5f85-9a00-0150-367ba5fc5f9f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 16, 2017 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCORDE ASSET MANAGEMENT, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Apr 15, 2013
First registration: Jun 16, 2017
Dual registered: yes, broker-dealer
Other names: MATTHEW W NAVARRE|Matthew William Navarre
IAPD individual key: 5508703

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Mar 20, 2018	n/a	yes	ANN ARBOR, MI\|Huntley, IL\|Maumee, OH\|Perrysburg, OH\|Mt. Pleasant, WI	Current employment
INTEGRATED FINANCIAL RESOURCES, INC.	n/a	Mar 4, 2022	Apr 22, 2025	no	TOLEDO, OH	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jun 16, 2017	Jan 31, 2018	no	PERRYSBURG, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED FINANCIAL RESOURCES, INC.	n/a	Apr 22, 2025	n/a	n/a	Departure no registered destination	Departure
AMERITAS ADVISORY SERVICES	CONCORDE ASSET MANAGEMENT, LLC	Jan 31, 2018	Mar 20, 2018	48	Firm change	Other

Relationships

Registered with (3)

→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 20, 2018 to presentfactForm ADV
→ INTEGRATED FINANCIAL RESOURCES, INC.Registered adviserregistration: previous registration
Mar 4, 2022 to Apr 22, 2025factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 16, 2017 to Jan 31, 2018factForm ADV

Dated events

Occurred
Apr 22, 2025
Advisor departed, no destination yet
Matthew W. Navarre no longer registered at Integrated Financial Resources, Inc.; no later IA registration on IAPD
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49fc3b45-5f85-9a00-0150-367ba5fc5f9f
First observed: Jun 16, 2017
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW W. NAVARRE

Advisor at CONCORDE ASSET MANAGEMENT, LLC

Mt. Pleasant, WI | Perrysburg, OH | ANN ARBOR, MI | Huntley, IL | Maumee, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49fc3b45-5f85-9a00-0150-367ba5fc5f9f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CONCORDE ASSET MANAGEMENT, LLC

Bd affiliated wealth

Mar 20, 2018

n/a

yes

ANN ARBOR, MI|Huntley, IL|Maumee, OH|Perrysburg, OH|Mt. Pleasant, WI

Current employment

INTEGRATED FINANCIAL RESOURCES, INC.

n/a

Mar 4, 2022

Apr 22, 2025

TOLEDO, OH

Previous registration

AMERITAS ADVISORY SERVICES

Former SEC adviser

Jun 16, 2017

Jan 31, 2018

PERRYSBURG, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

INTEGRATED FINANCIAL RESOURCES, INC.

n/a

Apr 22, 2025

n/a

Departure no registered destination

Departure

AMERITAS ADVISORY SERVICES

CONCORDE ASSET MANAGEMENT, LLC

Jan 31, 2018

Mar 20, 2018

Firm change

Other