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CRD 4427583
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 |
|---|---|---|---|
| MO | RA | APPROVED | 2010-06-09 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
450 Meramec Blvd., Eureka, MO 63025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts | Palm Beach Gardens | FL | 06/2010 | Present |
1. WEALTH CONCEPTS INC,SINCE 2010, BENEFITS CONSULTANT, 30 HRS. A WEEK DURING SECURITIES TRADING. 2. PRODUCER INSIGHT PANEL, 5600 MEXICO ROAD, STE. 1, SAINT PETERS, MO 63376, SOLE PROPRIETORSHIP, NON-INVESTMENT RELATED, PARTICIPANT FORWARDING MARKETING MATERIAL, 2 HRS. MO. CONDUCTING THIS ACTIVITY. 3.HEALTH AND MEDICARE INSURANCE SALES/AGENT 5600 MEXICO ROAD, STE. 1 SAINT PETERS, MO 63376 64HRS. A MONTH DURING SECURITIES TRADING HOURS 4. Lich Holdings LLC, Owner, Health and Medicare insurance sales. Non-investment related, 1-20% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-04 |
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