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Gregory Henry Marchand

Money Concepts Capital Corp

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Webster, MA

Wethersfield, CT

Hobe Sound, FL

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Current Employers
Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-10
MA RA APPROVED 2024-06-12
  • FL RA
    APPROVED
    Since 2024-12-10
  • MA RA
    APPROVED
    Since 2024-06-12

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

6 Mechanic St., Webster, MA 01604 • United States

75 Garden St., Wethersfield, CT 06109 • United States

Hobe Sound, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marchand Finance Webster MA 01/1991 Present
The O.N. Equity Sales Company Cincinnati OH 12/2011 03/2018
Ohio National Financial Services Cincinnati OH 04/2008 02/2018
Kestra Investment Services, Llc Worchester MA 03/2018 05/2024
Kestra Advisory Services, Llc Worchester MA 03/2018 05/2024
Money Concepts International Palm Beach Gardens FL 05/2024 Present
  • 01/1991 → Present
    Marchand Finance
    Webster, MA
  • 12/2011 → 03/2018
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 04/2008 → 02/2018
    Ohio National Financial Services
    Cincinnati, OH
  • 03/2018 → 05/2024
    Kestra Investment Services, Llc
    Worchester, MA
  • 03/2018 → 05/2024
    Kestra Advisory Services, Llc
    Worchester, MA
  • 05/2024 → Present
    Money Concepts International
    Palm Beach Gardens, FL
Previous Registrations
Other Businesses

Marchand Financial, LLC., since 1/2000, owner, Non-investment related, 60% time spent on activity during securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-30
S63 Uniform Securities Agent State Law Examination 1989-04-18
  • S65 Uniform Investment Adviser Law Examination
    1999-09-30
  • S63 Uniform Securities Agent State Law Examination
    1989-04-18
Designations
Other Names
  • Greg Marchand
  • Gregory Henry Marchand
  • Gregory Marchand

View on SEC IAPD

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Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL
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