Peter Charles Weisberg

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
FL	RA	APPROVED	2003-01-27

FL RA
APPROVED

Since 2003-01-27

Branch Locations

Delray Beach, FL • United States

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

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

15300 Jog Road Ste. 109, Delray Beach, FL 33446 • 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

Organization	City	State	From	To
Money Concepts Capital Corp	Palm Beach Gardens	FL	08/2002	Present
Peter Weisberg, Cpa	Delray Beach	FL	06/1992	Present

08/2002 → Present

Money Concepts Capital Corp

Palm Beach Gardens, FL
06/1992 → Present

Peter Weisberg, Cpa

Delray Beach, FL

Other Businesses

1. PETER WEISBERG, CPA. FROM 01/01/1984. 96 HRS/WK. ALL DURING SECURITIES TRADING. TAX PREPARATION, officer business entity services and Trust Services 107 E LEE ROAD, DELRAY BEACH, FL 33445-3290. 2. Officer of several Corporations, 15300 Jog Rd; Suite 109 Delray Beach, FL 33446. CPA,TAX Preparation. Officer,Non-investment related, 0-10% time spent on activity during non-securities hrs.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-29

S66 Uniform Combined State Law Examination

2002-10-29

Designations

Certified Financial Planner

View on SEC IAPD