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Timothy F. Brown

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CRD#: 33088
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Frank Brown, who also goes by Timothy F Brown, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1973. Timothy had worked at 10 firms and has passed the Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy F Brown

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 18, 2011 - August 3, 2013

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
MEDINA, OH
Past

September 18, 2008 - December 31, 2010

EFG INVESTOR SERVICES, LLC

RIA
CRD#: 148304
AKRON, OH
Past

December 1, 2006 - April 20, 2011

PROFESSIONAL ASSET MANAGEMENT, INC.

BD
CRD#: 21125
MEDINA, OH
Past

October 10, 2001 - December 12, 2006

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
AKRON, OH
Past

March 8, 2001 - December 12, 2006

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
AKRON, OH
Past

September 18, 2000 - March 6, 2001

DONAHUE SECURITIES, INC.

BD
CRD#: 24330
CINCINNATI, OH
Past

January 6, 1993 - September 20, 2000

PRIM SECURITIES, INCORPORATED

BD
CRD#: 30504
INDEPENDENCE, OH
Past

January 10, 1990 - December 31, 1992

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

February 17, 1983 - December 13, 1989

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

May 26, 1982 - November 5, 1982

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
Past

November 2, 1979 - May 3, 1982

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

March 7, 1973 - August 2, 1979

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 3/3/1973
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


CI
CONCORDE INVESTMENT SERVICES, LLC
CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604 / SEC#: , 8-68388

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Phone number
(248) 428-8008
Established
Michigan since 07/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CONCORDE HOLDINGS INC.OWNER / MANAGING MEMBER
ARNOLD, AMY PERRYMANCHIEF DUE DILIGENCE OFFICER3037672
DELONGCHAMP, DANIELLE LEIGHPRESIDENT AND CHIEF EXECUTIVE OFFICER4901901
GAKENHEIMER, JOHN HERBERTREGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL810171
HOFER, KATHLEEN ANNFINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1087639
LOBERG, NICHOLASDIRECTOR OF BROKERAGE OPERATIONS6778518
MCMURRY, KEITHCHIEF OPERATIONS OFFICER5647966
STACEY, JENNIFER LEIGHCHIEF COMPLIANCE OFFICER2536581
WOOLSON, NICOLE RENEEDIRECTOR OF COMPLIANCE3143232

Disclosures


Regulatory Event4

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#: 151604

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