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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-10-17 |
Branch Locations
1110 N. Five Mile Rd. Ste 150, Boise, ID 83713-8034 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach | FL | 06/2009 | 12/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2016 | 09/2017 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2017 | Present |
1. Sovereign Investment Services, Occasional Sale and Marketing of Medicare Supplement Plans via Senior Market Sales. Agent, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
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