Patrick Edwards

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2010-12-24

NJ RA
APPROVED

Since 2010-12-24

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

33 Sicomac Rd Suite 203, North Haledon, NJ 07508 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Money Concdpts Capital Corp	Palm Beach Gardens	FL	11/2003	Present

11/2003 → Present

Money Concdpts Capital Corp

Palm Beach Gardens, FL

Other Businesses

1. Edwards Financial Group, 33 Sicomac Rd Suite 203 North Haledon, NJ 07508. CPA, Owner, Non-investment related, 60% time spent on activity during non-securities hrs.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-23

S66 Uniform Combined State Law Examination

2010-12-23

Designations

Personal Financial Specialist

View on SEC IAPD

Employer firm

Current Employers

Money Concepts Capital Corp

Disclosures

Employment History

Other Businesses

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

Reviews