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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-28 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
2502 Buddy Owens Blvd, Ste 1, Mcallen, TX 78504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Propst Financial Services, Inc. | Mcallen | TX | 02/2004 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2012 | Present |
1. PROPST FINANCIAL SERVICES, INC. SINCE 02/2004, 3700 N. CYNTHIA, MCALLEN, TX 78501, OWNER/PRESIDENT, ACCOUNTING SERVICES, 80 HRS. PER MONTH, 60 HOURS MONTH DURING SECURITIES TRADING 2. BLUE CROSS BLUE SHIELD OF TEXAS, CORP., 1001 E LOOKOUT DRIVE, RICHARDSON, TX 75081, PO BOX 833922, RICHARDSOIN, TX 75083, INDEPENDENT INSURANCE AGENCY, AGENT OR REPRESENTATIVE, HEALTH, LIFE,MEDICARE SUPLLEMENT, & PART D MEDICARE, ONLY WANT AN APPOINTMENT WITH BCBS TO OFFER HEALTH INSURANCE TO MY CLIENTS, OFFER TO SELL INDIVIDUAL MAJOR MEDICAL PLANS OR MAJOR MEDICAL GROUP PLANS, 1-20% CONDUCTIN THIS ACTIVITY, 4 HRS. MO. DURING SECURITIES TRADING. 3. Riostar Logistics, LLC, 3700 N Cynthia St McAllen, TX 78501 Business: 2502 Buddy Owens Blvd McAllen, TX 78504. Freight Brokerage Business, Officer, Agent, Non-investment related, 1-20% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-15 |
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