Shawn Kost

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 01/2017
  American Equity Investment Corp.
  New Albany, IN
• 10/2014 → 12/2023
  H&K Properties Of Kentuckiana
  New Albany, IN
• 01/2017 → 03/2017
  Edward Jones
  Jeffersonville, IN
• 04/2017 → 09/2019
  Raymond James Financial Services, Inc.
  Louisville, KY
• 04/2017 → 09/2019
  Raymond James Financial Services Advisors Inc.
  Louisville, KY
• 01/2018 → Present
  Ohio Valley Medex, Inc.
  New Albany, NY
• 05/2019 → 09/2019
  Stock Yards Bank And Trust
  Louisville, KY
• 10/2019 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2017-04-07 → 2019-10-10
  Raymond James Financial Services Advisors, Inc
  Louisville, KY
• 2017-01-20 → 2017-03-01
  Edward Jones
  Jeffersonville, IN
• 2016-11-21 → 2017-01-24
  American Capital Management, Inc.
  New Albany, IN
  New Albany, IN
• 2011-08-10 → 2014-12-17
  Pnc Wealth Management Llc
  Floyds Knobs, IN
  Seymour, IN
  New Albany, IN
  Seymour, IN
  Campbellsburg, IN
  Pekin, IN
  North Vernon, IN
  Salem, IN
  New Albany, IN
  New Albany, IN
  New Albany, IN
• 2011-01-20 → 2011-08-02
  Chase Investment Services Corp.
  Louisville, KY
  New Albany, IN
  New Albany, IN

Other Businesses

1. Ohio Valley Medex Inc. Address: New Albany, IN. Nature of the Business: Board Member/Officer/Director. Position/Title: Officer - CEO. Investment Related:No. Start Date: 01/24/2018. Hours per month devoted to this business: 10. Hours per month devoted to this business during trading hours: 0. Description of duties: Overall management of company, which is a family business. 2. Shawn & Dawn LLC dba New Dawn Properties, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-19
• S63 Uniform Securities Agent State Law Examination
  1998-04-16

Other Names

• Shawn Robert Kost
• Shawn Kost
• Shawn R Kost