Concorde Investment Services

10/15/2026

We’re honored that Concorde has been named the inaugural recipient of ADISA’s Allocator Champion (Firm) Award - and proud to celebrate Sydney Hockaday, managing director, marketing, as a 2026 recipient of ADISA’s President’s Award.

The Allocator Champion (Firm) Award recognizes an allocator firm advancing the evaluation and delivery of alternative investments through due diligence infrastructure, advisor education and industry engagement.

Selected by ADISA’s board president, Matthew Iak, Sydney joins a longstanding tradition of President’s Award honorees recognized for outstanding professional contributions, public service or support of ADISA’s advancement and continued excellence.

Thank you to ADISA for recognizing our team’s work, and congratulations to Sydney on this well-deserved honor!

Firm named inaugural Allocator Champion of the Year; Hockaday received President’s Award ANN ARBOR, Mich. (Oct. 15, 2026) – Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, received two honors during ADISA’s 2026 Annual...

09/30/2026

Next stop: Las Vegas for the 2026 ADISA Annual Conference & Trade Show, October 5th - 7th!

We’re especially proud that Concorde’s Sydney Hockaday is serving as a 2026 Annual Conference Co-Chair, helping shape three days of education, industry insight and connection across the alternative investment community.

If you’ll be at The Cosmopolitan, be sure to connect with the Concorde team. We look forward to seeing you there!

09/30/2026

Please join us in welcoming Elizabeth Leõn as Concorde’s Vice President, Operations!

Liz brings 30 years of financial industry experience, including leadership in broker-dealer operations and client service. Most recently, she served as Senior Client Service Manager for the Southeast region at J.P. Morgan Advisors.

Her commitment to service excellence and experience leading teams will help strengthen the operational support behind our financial professionals and the clients they serve.

Read more: https://www.concordeis.com/concorde-names-elizabeth-leon-vice-president-operations/

We’re excited to welcome you to the team, Liz!

ANN ARBOR, Mich. (Sept. 30, 2026) – Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, has named Elizabeth Leon as vice president of operations. “Liz’s three decades of experience make her exceptionally well-suited to lea...

09/22/2026

We’re thrilled to announce that Concorde-affiliated Fortitude Investment Group, LLC., led by Daniel Raupp, has welcomed Natalie Bender, Cathy O’Neill, Daniel Gamini and Brian Coughlin to its team, expanding its coverage into Houston and Southern California.

This growth reflects our continued commitment to supporting affiliated firms with the platform, flexibility and leadership needed to serve clients at the highest level.

Read more:

Additions extend the 1031 exchange and DST advisory firm’s coverage into Houston and Southern California ANN ARBOR, Mich.–(BUSINESS WIRE)–Concorde, an independent broker-dealer and registered investment adviser serving financial professionals nationwide, announced today that four registered re...

08/17/2026

We’re proud to share that Danielle Delongchamp, Concorde’s President and CEO, has been named a finalist for the 2026 InvestmentNews Women to Watch Executive Excellence Award.

This recognition honors executive leaders whose vision and leadership inspire meaningful growth and success. Congratulations, Danielle, on this well-deserved recognition!

View the full list of Excellence Awardees: https://womentowatch.investmentnews.com/2026-winners-excellence-awardees

08/03/2026

We're excited to welcome Grace Capital Management, LLC.

Grace Capital Management brings more than 20 years of experience helping business owners, individuals and families navigate investment, tax and estate planning with specialized expertise in tax-advantaged alternative investments.

Read more: https://www.businesswire.com/news/home/20260803937980/en/Concorde-Welcomes-Grace-Capital-Management-to-its-Broker-Dealer-Platform

Concorde, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, announced today that Grace Capita...

07/14/2026

Growth often happens before the results are visible.

The strongest practices are built through daily habits, continuous learning and a commitment to serving clients well – even when progress isn't immediately obvious. Long-term success rarely comes from one big moment. It comes from consistently doing the right things over time. We’re proud to support our financial professionals that are committed to doing the right things.

07/10/2026

Did you know the first stock ticker machine was introduced in 1867?

Before computers and smartphones, investors relied on ticker tape to receive market updates.

07/07/2026

Choosing a broker-dealer is about more than products and platforms. It's about finding a partner that supports your goals, values your independence and is invested in your success.

At Concorde, we're committed to helping financial professionals grow their practices with confidence.

07/03/2026

Wishing our financial professionals, sponsors, team members and their families a safe and happy Independence Day.

We hope everyone enjoys a wonderful holiday weekend.