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Bernita Marie Pridgett

Money Concepts Capital Corp

Palm Beach Gardens, FL

Cincinnati, OH

Palm Beach Gardens, FL

CRD 4727050

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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
OH RA APPROVED 2018-04-24
  • OH RA
    APPROVED
    Since 2018-04-24

Branch Locations

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

11427 Reed Hartman Hwy., Cincinnati, OH 45069 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
First Financial Bank Fairfield OH 10/2000 Present
First Financial Wealth Resource Group West Chester OH 12/2009 Present
  • 10/2000 → Present
    First Financial Bank
    Fairfield, OH
  • 12/2009 → Present
    First Financial Wealth Resource Group
    West Chester, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-05-31
  • S63 Uniform Securities Agent State Law Examination
    2013-05-31
Other Names
  • Bernita Lynem

View on SEC IAPD

Nearby Firms

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GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS

Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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