Concorde Names Elizabeth Leon Vice President, Operations
ANN ARBOR, Mich. (Sept. 30, 2026) – Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, has named Elizabeth Leon as vice president of operations. “Liz’s three decades of experience make her exceptionally well-suited to lead our operations team,” said Danielle Delongchamp, president and chief executive officer of Concorde. “Her background […]
Concorde-Affiliated Fortitude Investment Group Adds Four Registered Representatives
Additions extend the 1031 exchange and DST advisory firm’s coverage into Houston, Southern California and Missouri ANN ARBOR, Mich. (Sept. 22, 2026) – Concorde, an independent broker-dealer and registered investment adviser serving financial professionals nationwide, announced today that four registered representatives have joined Fortitude Investment Group LLC, a Concorde-affiliated national advisory firm specializing in 1031 […]
Concorde Welcomes Grace Capital Management to its Broker-Dealer Platform
ANN ARBOR, Mich. (August 3, 2026) – Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, announced today that Grace Capital Management, LLC has joined its platform. Grace Capital Management is an Austin, Texas-based hybrid registered investment advisor offering investment advisory, tax mitigation and financial and estate planning services with specialized […]
Concorde Names Marc Morell Chief Compliance Officer
ANN ARBOR, Mich. (June 29, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, has hired Marc A. Morell as chief compliance officer. “Marc brings exactly the kind of seasoned, hands-on compliance leadership Concorde needs as we continue to grow,” said Danielle Delongchamp, president and chief executive […]
Concorde Investment Services Honors Top Advisors and Partners at 2026 National Conference
ANN ARBOR, Mich. (May 14, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, announced today the recipients of its advisor and partner recognition awards. The awards were presented at Concorde’s National Conference, honoring individuals who demonstrated outstanding performance across key areas of the business, including client […]
Concorde Launches Knowledge for Profit, an Advisor Development Initiative Led by Industry Veteran Jeffrey Bangerter
ANN ARBOR, Mich. (April 30, 2026) – Concorde Investment Services today announced the launch of Knowledge for Profit, a new coaching and development initiative designed to help new and emerging financial advisors build a sustainable practice. The initiative is led by Jeffrey Bangerter, a Concorde-affiliated financial professional and president of Bangerter Financial Services, who assumes […]
DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development
ANN ARBOR, Mich. (Mar. 30, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today that DST.com, a newly launched platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform. The relationship also includes a business development platform intended to […]
Concorde Relocates Headquarters to Boca Raton, Florida
BOCA RATON, Fla. (Mar. 4, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today plans to relocate its corporate headquarters from Ann Arbor, Michigan, to Boca Raton, Florida in fall 2026. The firm’s new 9,000-square-foot headquarters, located at 301 Yamato Road, will support the company’s […]
Concorde Investment Services Expands Platform with the Addition of KOA Financial Group
ANN ARBOR, Mich. (Feb. 26, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, today announced that KOA Financial Group has joined the Concorde platform. KOA Financial Group is a Las Vegas-based financial services firm that serves high-income professionals, high-net worth individuals and business owners, with a […]
Concorde Welcomes Financial Advisor Frank Piscitelli to Platform Through Sequent Real Estate + Wealth Management
ANN ARBOR, Mich. (Feb. 12, 2026) – Concorde announced today that financial advisor Frank Piscitelli has joined its platform through Sequent Real Estate + Wealth Management, an affiliated real estate and wealth management firm. Piscitelli brings specialized experience advising real estate owners on Section 1031 exchanges and passive, fractional real estate investments, including Delaware statutory […]