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Money Concepts Capital Corp CRD 12963
$4.07B regulatory AUM 1,108 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-13 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
6303 Blue Lagoon Drive Suite 478, Miami, FL 33126 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
75 Garden St., Wethersfield, CT 06109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Miami | FL | 07/2015 | 02/2018 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 02/2018 | Present |
1. BRIGHTEN CAPITAL, LLC. NON-INVESTMENT RELATED.START DATE 12/15/2016. PARTNER. COLLECT RENTS, MANAGE RENTAL PROPERTIES. 6 HRS PER MONTH, 2 HRS DURING SECURITIES TRADING HOURS. 2. HFG Financial, Inc., Health insurance, Non-investment related, 1-20% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-17 |
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