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CO

Catherine M. Oneill

CONCORDE INVESTMENT SERVICES
Palm Beach Gardens, FL 33410
CRD#: 8218904
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CO
Catherine Maire OneillCONCORDE INVESTMENT SERVICES

Professional summary

Catherine Maire Oneill, who also goes by Catherine Marie Brueggeman, Catherine Marie Hentrich, Cathy Marie Hentrich, Cathy Marie Oneill, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Palm Beach Gardens, Florida.

Catherine is registered as a RR (Registered Representative) and started their career in finance in 2026. Catherine has worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.

Aliases

Catherine Marie Brueggeman | Catherine Marie Hentrich | Cathy Marie Hentrich | Cathy Marie Oneill

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 Catherine Maire Oneill'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

March 9, 2026 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 3801 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410
BD
CRD#: 151604
Palm Beach Gardens, FL

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
Missouri
(5/19/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/18/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 3/9/2026
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/21/2024
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
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#: 151604Palm Beach Gardens, FL 33410

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