DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jose Luis Perich

Concorde Asset Management, LLCBD affiliatedAnn Arbor, Mi dual registrantIAPD 1309507

Feed of 09/14/2026

At current firm

0 y

since Aug 20, 2026

In the industry

27 y

since Aug 12, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Concorde Asset Management, LLC BD affiliated current
since Aug 20, 2026 · Boca Raton, Fl
Creand Management independent RIA
Jun 19, 2024 to Sep 10, 2024 · Miami, Fl
Efg Private Wealth Management (Americas) Corp. mixed wealth
Aug 9, 2022 to Dec 1, 2022 · Miami, Fl
A.G.P / Alliance Global Partners independent RIA
Sep 6, 2019 to Jun 30, 2022 · Miami, Fl
Citigroup Global Markets Inc. BD affiliated
Oct 10, 2018 to Sep 16, 2019 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Creand Management to Concorde Asset Management, LLC
left Sep 10, 2024, registered Aug 20, 2026 (709 days) · RIA to affiliated broker-dealer or bank
Efg Private Wealth Management (Americas) Corp. to Creand Management
left Dec 1, 2022, registered Jun 19, 2024 (566 days) · RIA to RIA
A.G.P / Alliance Global Partners to Efg Private Wealth Management (Americas) Corp.
left Jun 30, 2022, registered Aug 9, 2022 (40 days) · RIA to RIA
Citigroup Global Markets Inc. to A.G.P / Alliance Global Partners
left Sep 16, 2019, registered Sep 6, 2019 (-10 days) · Affiliated broker-dealer or bank to another

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address