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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 1999-08-13
  • WV RA
    APPROVED
    Since 1999-08-13

Branch Locations

Charleston, WV • United States

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

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridgeport Trucking Shiustan WV 02/1995 Present
Money Concepts Capital Corp North Palm Beach FL 08/1997 Present
Kvrta Charleston WV 09/2020 Present
  • 02/1995 → Present
    Bridgeport Trucking
    Shiustan, WV
  • 08/1997 → Present
    North Palm Beach, FL
  • 09/2020 → Present
    Kvrta
    Charleston, WV
Other Businesses

1. KVRTA, since 9/21/2020, 1550 4th Ave, Charleston, WV 25324, Public Transportation, Employee, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-30
S63 Uniform Securities Agent State Law Examination 1997-09-15
  • S65 Uniform Investment Adviser Law Examination
    1999-06-30
  • S63 Uniform Securities Agent State Law Examination
    1997-09-15

View on SEC IAPD

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