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CRD 4593533
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 |
|---|---|---|---|
| CT | RA | APPROVED | 2004-05-26 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
75 Garden St., Wethersfield, CT 06109 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
1 disclosure category 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 Captial Corp. | Palm Beach Gardens | FL | 10/2002 | Present |
| Money Concepts Fpc | Bloomfield | CT | 03/2002 | Present |
1.MASSARO WEALTH MANAGEMENT. FINANCIAL PLANNING. SINCE 1994. TIME 30 + HOURS. OFFICE MANAGER. 75 GARDEN ST. WETHERSFIELD, CT 06109. 2. Portfolio Management Team, Participate in supporting portfolio analysis, discussing updates and changes to portfolio. Investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
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