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Advisor at CONCORDE ASSET MANAGEMENT, LLC
Huntertown, IN | ANN ARBOR, MI
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 | Dec 17, 2014 | n/a | yes | ANN ARBOR, MI|Huntertown, IN | Current employment |
| DAVID R. KERN ASSET MANAGEMENT | Former SEC adviser | Jan 26, 2012 | May 21, 2012 | no | HUNTERTOWN, IN | Previous registration |
| DAVID R. KERN ASSET MANAGEMENT | Former SEC adviser | Mar 16, 2005 | Dec 31, 2008 | no | HUNTERTOWN, IN | Previous registration |
| ATLAS CAPITAL MANAGEMENT CORP | Independent wealth | Jan 14, 1999 | Jul 2, 2003 | no | FORT WAYNE, IN | Previous registration |
| DAVID R. KERN ASSET MANAGEMENT | Former SEC adviser | Nov 24, 1998 | Dec 31, 2004 | no | FORT WAYNE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAVID R. KERN ASSET MANAGEMENT | CONCORDE ASSET MANAGEMENT, LLC | May 21, 2012 | Dec 17, 2014 | 940 | Firm change after gap | Other |
| DAVID R. KERN ASSET MANAGEMENT | ATLAS CAPITAL MANAGEMENT CORP | Dec 31, 2004 | Jan 14, 1999 | -2,178 | Firm change after gap | Other |
| ATLAS CAPITAL MANAGEMENT CORP | DAVID R. KERN ASSET MANAGEMENT | Jul 2, 2003 | Mar 16, 2005 | 623 | Firm change after gap | Other |