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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2009-07-09 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
6905 Magnolia Ave, Riverside, CA 92506 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers | Riverside | CA | 11/2001 | Present |
| Vision Solved Franchise Services | Riverside | CA | 10/2004 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 09/2008 | Present |
1. VISION SOLVED FRANCHISE SERVICES, FRANCHISE CONSULTANT;SINCE 10/2004,CURRENTLY INDIVIDUALLY OPERATED, 6 HRS. MO. 40+ HRS. MO. DURING SECURITIES TRADING, 449 Mondale St. Corona CA 92879. 2. DANIEL YEE, MEDICAL INSURANCE, SOLE PROPRITORSHIP/CONSULTANT, HEALTH INSURNACE WITH VARIOUS INSURANCE CARRIES/CONSULTING SERVICES,16 HRS. MO., SAME DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-08 |
| S66 | Uniform Combined State Law Examination | 2002-01-29 |
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