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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-05-23 |
Branch Locations
1920A Corporate Drive Suite 106, San Marcos, TX 78666 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Financial Planning | San Marcos | TX | 11/1984 | Present |
| Money Concepts Financial Planning | Austin | TX | 10/1987 | Present |
| Money Concepts Capital Corp | North Palm Beach | FL | 05/1988 | Present |
1. RUIZ FINANCIAL GROUP LLC, Owner/Shareholder. Non-investment related. Start date 10/15/2019. Virtual sales assistant services/membership. Subscription-based newsletter. Referral networking with insurance agents, advisers, CPAs, and Tax professionals to market online. Virtual assistant services which can lead to new recruiting reps, 2.FEDEK-12 FINANCIAL EDUCATION & EMPOWERMENT---RUIZ FINANCIAL GROUP, LLC, 1920A CORPORTAE DRIVE, SUITE 106, SAN MARCOS, TX 78666, CONSULTING SERVICES, PROVIDE FINANCIAL EDUCATION COURSES TO EMPLOYEE OF COMPANIES FOR THE BENEFIT OF THIER EMPLOYEES STAFF, CONTRACTORS, CUSTOMERS, TEACH THE FINANCIAL EDUCATIONAL COURSES, SCHOOL DISTRICTS, COLLEGES, CONSULTANT, 1-20% CONDUCTING THIS ACTIVITY, 24 HRS MO. DURING SECURITIES TRADING. 3. Ruben Ruiz ---Medicare-Health-Final Expense insurance, Agent. Non-investment related, 1-20% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-26 |
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