3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Amy is the Chief Due Diligence Officer at Concorde Asset Management, LLC, and is involved with Concorde Holdings, Inc. and Concorde Insurance Agency, Inc., all starting in December 2020 and requiring full-time commitment. Amy also co-owns L&A Outdoors, an RV rental business, dedicating a few hours per week during non-trading hours and minimal time during trading hours.