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CRD 2961977
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2005-01-05 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Roswell, GA • United States
2985 Gordy Parkway, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/1997 | Present |
| Peak Level Advisors | Atlanta | GA | 04/2004 | Present |
1. Peak Level Advisors, Inc. BUSINESS FINANCIAL CONSULTING. FROM 04/06/04. 2HRS/WK(AVG). OFFICER. SALES, MKT AND OPERATIONS RELATED TO CONSULTING CONTRACTS.145 RIVER TERRACE CT, ROSWELL GA 30076 2. TREASURER ON BOARD OF DIRECTORS FOR THE GRATITUDE COMPANY, PO BOX 3248, FAIRVIEW HEIGHTS, IL 62208, CORPORATION, BOARD OF DIRECTORS (PROFIT OR NON-PROFIT), DIRECTOR, OVERSIGHT OF ACCOUNTING AND FISCAL MANAGEMENT, 1-10% TIME CONDUCTING THIS ACTIVITY,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-25 |
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