Bradley H. Kahan
Professional summary
Bradley Henry Kahan, who also goes by Brad Henry Kahan, Brad Kahan, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in San Marcos, California.
Bradley is registered as a RR (Registered Representative) and started their career in finance in 2013. Bradley has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bradley Henry Kahan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2024 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 100 E. San Marcos Blvd. Suite 400, San Marcos, CA 92069January 17, 2019 - October 8, 2024
WEALTHFORGE SECURITIES, LLC
May 24, 2017 - January 14, 2019
FRONTIER SOLUTIONS, LLC
February 19, 2014 - May 2, 2017
STRATCAP SECURITIES, LLC
September 26, 2013 - February 21, 2014
STIRA CAPITAL MARKETS GROUP, LLC
January 30, 2013 - May 8, 2013
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/31/2025)
(10/16/2024)
(9/29/2025)
(6/25/2025)
(9/25/2025)
(7/30/2025)
(7/18/2025)
(9/10/2025)
(6/23/2025)
(6/23/2025)
(7/25/2025)
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
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