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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

jose Luis Perich

Advisor at CONCORDE ASSET MANAGEMENT, LLC

ANN ARBOR, MI | Boca Raton, FL

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Search this name across graphsid dfx:ria:ceff02fc-8cd7-97df-5cb4-439a537d21fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 10, 2018 to Sep 14, 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: Aug 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 12, 1999
First registration: Oct 10, 2018
Dual registered: yes, broker-dealer
IAPD individual key: 1309507

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	Aug 20, 2026	n/a	yes	Boca Raton, FL\|ANN ARBOR, MI	Current employment
CREAND MANAGEMENT	Independent wealth	Jun 19, 2024	Sep 10, 2024	no	MIAMI, FL	Previous registration
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	Mixed wealth	Aug 9, 2022	Dec 1, 2022	no	MIAMI, FL	Previous registration
A.G.P / ALLIANCE GLOBAL PARTNERS	Independent wealth	Sep 6, 2019	Jun 30, 2022	no	Miami, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 10, 2018	Sep 16, 2019	no	Miami, FL	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
CREAND MANAGEMENT	CONCORDE ASSET MANAGEMENT, LLC	Sep 10, 2024	Aug 20, 2026	709	Firm change after gap	RIA to ibd
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	CREAND MANAGEMENT	Dec 1, 2022	Jun 19, 2024	566	Firm change after gap	RIA to RIA
A.G.P / ALLIANCE GLOBAL PARTNERS	EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	Jun 30, 2022	Aug 9, 2022	40	Firm change	RIA to RIA
CITIGROUP GLOBAL MARKETS INC.	A.G.P / ALLIANCE GLOBAL PARTNERS	Sep 16, 2019	Sep 6, 2019	-10	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 20, 2026 to presentfactForm ADV
→ CREAND MANAGEMENTRegistered adviserregistration: previous registration
Jun 19, 2024 to Sep 10, 2024factForm ADV
→ EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.Registered adviserregistration: previous registration
Aug 9, 2022 to Dec 1, 2022factForm ADV
→ A.G.P / ALLIANCE GLOBAL PARTNERSRegistered adviserregistration: previous registration
Sep 6, 2019 to Jun 30, 2022factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 10, 2018 to Sep 16, 2019factForm ADV

Dated events

Occurred
Sep 10, 2024
Advisor changed firm
Jose Luis Perich left Creand Management for Concorde Asset Management, Llc (registered 2026-08-20)
Form ADVobserved 4 days ago
Occurred
Dec 1, 2022
Advisor changed firm
Jose Luis Perich left Efg Private Wealth Management (Americas) Corp. for Creand Management (registered 2024-06-19)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Jose Luis Perich left A.G.P / Alliance Global Partners for Efg Private Wealth Management (Americas) Corp. (registered 2022-08-09)
Form ADVobserved 4 days ago