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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-04-02 |
| TN | RA | APPROVED | 2008-01-09 |
Branch Locations
1865 Executive Park Place Suite 5, Cleveland, TN 37312 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
2524 Hwy 49E Suite D, Pleasant View, TN 37146 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
323 Townepark Circle, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate | Springfield | TN | 09/2005 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2008 | Present |
| Health Ins. | Springfield | TN | 01/2024 | Present |
1. The Agency, 4008 Karas Way Springfield, TN 37172. Independent Insurance Agency, Property and Casualty Commercial, Owner, Agent. Non-investment related, 1-20% time spent on activity during non-securities hrs. 2. Highland Park Place LLC, 4008 Karas Way Springfield, TN 37172. Rental Property, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Watts Farm and Property LLC, formerly Watts Properties. 4008 Karas Way Springfield, TN 37172. Rental Property , Owner, Non-investment related, 0-10% time spent on activity during non-securities hrs. 4. Watts Wealth Management/True North Wealth Group, Owner, investment related, 60% time spent on activity during securities hrs. 5. Health Ins. commissions, since 1/1/2024, Health products, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-08 |
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