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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2022-05-16 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
65 Chase Drive, Hurricane, WV 25526 • 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 | Nitro | WV | 10/2005 | Present |
| Putnam County Commission | Winfield | WV | 01/2013 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2016 | Present |
1. Putnam County Commission. Non-Investment related. Start Date 01/01/2013. Elected County Commissioner. Elected Official. Oversees budget for Putnam County Commission. 50 Total/MO/HRS. 20HRS/MO during securities trading hours. 2. Hurricane City Manager, Start date March30,2020. Employee. Manage 50 Employees that are administration for utilities and street department. Review contracts and ordinances, apply for grants. 173 Total Hours per month. 130hrs during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-07 |
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