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.

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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 29, 2022

First registration

Dec 1, 2022

Dual registered

yes, broker-dealer

Other names

ERIC BARBARITA|ERIC Richard BARBARITA

IAPD individual key

5862460

• Occurred

  Jan 6, 2026
  Advisor changed firm

  Eric Barbarita left Bangerter Financial Services, Inc. for Concorde Asset Management, Llc (registered 2023-06-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75c4ca9b-996b-0af6-57ca-9da7968fc91d

First observed

Dec 1, 2022

Last observed

Sep 15, 2026 5 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.