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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-10-15 |
Branch Locations
3391 Widerness Drive, Powder Springs, GA 30127 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fricks And Associates, Inc. | Marietta | GA | 09/2014 | 09/2019 |
| Masterplan Retirement Consultants | Marietta | GA | 09/2014 | 09/2019 |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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