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DG

Daniel Gamini

CONCORDE INVESTMENT SERVICES
Ann Arbor, MI 48108
Some features on this profile are disabled
CRD#: 7814110
DG
Daniel GaminiCONCORDE INVESTMENT SERVICES

Professional summary

Daniel Gamini is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2023. Daniel has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

None

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) - BD

Click below to view Daniel Gamini's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

September 11, 2026 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
BD
CRD#: 151604
Ann Arbor, MI
Past

January 15, 2025 - May 12, 2026

INLAND SECURITIES CORPORATION

BD
CRD#: 15807
OAK BROOK, IL
Past

November 22, 2023 - January 8, 2025

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
Newport Beach, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/11/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 12/14/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 11/22/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 11/10/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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) 824-6710
Established
Michigan since 07/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONCORDE HOLDINGS INC.OWNER / MANAGING MEMBER
DELONGCHAMP, DANIELLE LEIGHPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER4901901
GAKENHEIMER, JOHN HERBERTREGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL810171
HOFER, KATHLEEN ANNFINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1087639
MORELL, MARC ANTHONYCHIEF COMPLIANCE OFFICER2566724

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#: 151604Ann Arbor, MI 48108

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