Best Investors Account Sign in
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

AuthorityCategoryStatusDate
GA RA APPROVED 2014-09-03
  • GA RA
    APPROVED
    Since 2014-09-03

Branch Locations

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

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

2985 Gordy Parkway, Marietta, GA 30066 • 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
OrganizationCityStateFromTo
Money Concepts Capital Corp Palm Beach Gardens FL 09/2014 Present
Winter Construction Company Atlanta GA 01/2025 Present
Previous Registrations
  • 2009-01-26 → 2014-09-04
    Questar Asset Management, Inc.
    Minneapolis, MN
  • 2008-05-07 → 2009-02-03
    Atlanta, GA
Other Businesses

1.RHEMA FINANCIAL GROUP DBA NOBILITY CAPITAL GROUP, SINCE 2006, PRESIDENT, NON INVESTMENT-RELATED BUSINESS, INCOME TAX PREPARATION, INSURANCE-(UL, VVL, IL, TERM), BUSINESS CHECKING ACCOUNT, 2 HRS. MO. DURING NON-SECURITIES. 2. Winter Construction Compan, since 1/28/2025,Construction management, Employee, 5616 Peachtree Rd, Ste. 100, Atlanta, GA 30341. Non-investment related, 1-10% time spent on activity during securities hrs. 2. Governor's School of North Carolina, 6065 Simone Street, Acworth, Georgia 30101, Teaching, Volunteer, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-16
S63 Uniform Securities Agent State Law Examination 2003-04-12
  • S65 Uniform Investment Adviser Law Examination
    2008-04-16
  • S63 Uniform Securities Agent State Law Examination
    2003-04-12
Other Names
  • Edward E-Vaughn Bradley

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Palm Beach Gardens, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor