Natalie M. Bender
Professional summary
Natalie Matheal Bender, who also goes by Natalie Mattel Bender, Natalie Bender, Natalie Matheal Brecht, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.
Natalie is registered as a RR (Registered Representative) and started their career in finance in 2022. Natalie has worked at 3 firms and has passed the Series 63, Series 7TO, Series 22TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Natalie Matheal Bender's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2026 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108December 12, 2025 - June 5, 2026
WEALTHFORGE SECURITIES, LLC
November 28, 2022 - December 11, 2025
LIGHTPATH CAPITAL, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/6/2026)
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Exams
Series 7TO
Date: 6/3/2024
General Securities Representative ExaminationSeries 22TO
Date: 11/28/2022
Direct Participation Programs Representative ExaminationFINRA
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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