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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

May 9, 2023

First registration

May 10, 2023

Dual registered

yes, broker-dealer

Other names

Ben Orem

IAPD individual key

7661277

• Occurred

  Jun 26, 2023
  Advisor changed firm

  Benjamin Ryan Orem left J.P. Morgan Private Wealth Advisors Llc for Concorde Asset Management, Llc (registered 2024-08-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd7f37d6-3703-4c73-37f6-acc787c403ee

First observed

May 10, 2023

Last observed

Sep 15, 2026 6 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.