AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DC

Daniel S. Collins

Some features on this profile are disabled
CRD#: 854155
DC

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.

Daniel Scott Collins, who also goes by Danny Collins, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1978. Daniel had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Danny Collins

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

May 4, 2012 - November 11, 2013

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
HEBRON, MD
Past

November 23, 2009 - December 31, 2012

ONYX WEALTH ADVISORS, INC.

RIA
CRD#: 119558
DALLAS, TX
Past

November 12, 2009 - May 29, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

BD
CRD#: 103722
SNOW HILL, MD
Past

January 6, 2005 - October 1, 2009

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
SALISBURY, MD
Past

June 23, 2003 - October 1, 2009

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SALISBURY, MD
Past

August 30, 1996 - June 24, 2003

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

December 19, 1992 - March 22, 1996

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

December 11, 1991 - December 14, 1992

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

July 3, 1990 - April 23, 1991

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

December 5, 1985 - June 20, 1990

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

November 27, 1984 - February 24, 1986

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
Past

July 13, 1982 - December 12, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

July 3, 1978 - May 26, 1982

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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
IAR
Series 65
Date: 12/16/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/14/1978
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Daniel Collins

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics