Bradley J. Powell
Professional summary
Bradley Jay Powell, CFP®, who also goes by Brad Powell, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.
Bradley is registered as a RR (Registered Representative) and started their career in finance in 1985. Bradley has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 24 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bradley Jay Powell's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2026 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108November 8, 2011 - April 15, 2025
RAYMOND JAMES & ASSOCIATES, INC.
May 4, 2009 - November 1, 2011
DEMPSEY FINANCIAL NETWORK, INC.
March 2, 2006 - March 17, 2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
September 4, 1998 - January 21, 2006
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
March 16, 1995 - December 31, 2003
NATIONAL PLANNING CORPORATION
July 28, 1989 - July 7, 1994
KEYPORT FINANCIAL SERVICES CORP.
December 24, 1987 - July 29, 1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC.
August 18, 1987 - December 2, 1987
INLAND SECURITIES CORPORATION
February 19, 1986 - June 15, 1987
INVEST FINANCIAL CORPORATION
April 22, 1985 - January 20, 1986
MCNEIL SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/23/2026)
Exams
FINRA
Current Firm
CONCORDE INVESTMENT SERVICES, LLC
CRD#: 151604 / SEC#: , 8-68388
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CONCORDE HOLDINGS INC. | OWNER / MANAGING MEMBER | |
| ARNOLD, AMY PERRYMAN | CHIEF DUE DILIGENCE OFFICER | 3037672 |
| DELONGCHAMP, DANIELLE LEIGH | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4901901 |
| GAKENHEIMER, JOHN HERBERT | REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL | 810171 |
| HOFER, KATHLEEN ANN | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1087639 |
| LOBERG, NICHOLAS | DIRECTOR OF BROKERAGE OPERATIONS | 6778518 |
| MCMURRY, KEITH | CHIEF OPERATIONS OFFICER | 5647966 |
| STACEY, JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER | 2536581 |
| WOOLSON, NICOLE RENEE | DIRECTOR OF COMPLIANCE | 3143232 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCORDE INVESTMENT SERVICES, LLC
CRD#: 151604Ann Arbor, MI 48108TRUST BUT VERIFY
Monitor Bradley Powell
Get automatic monthly alerts on:
