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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-01-31 |
Branch Locations
N3947 Columbia Ave, Kaukauna, WI 54130 • United States
109 W 2Nd Street, Kaukauna, WI 54130-2440 • United States
501 E Wisconsin Ave, Appleton, WI 54911 • United States
220 W Kimberly Ave, Kimberly, WI 54136-1410 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Bank | Arnold | MO | 09/2009 | 03/2022 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 02/2016 | 03/2022 |
| Ameriprise Financial Services, Llc | Arnold | MO | 03/2022 | 01/2023 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 01/2023 | Present |
Wealth Concepts Inc., Non-Investment related. Employee: January 2023; 40-59 hours per month; 60+ during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-19 |
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