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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-14
  • CA RA
    APPROVED
    Since 2025-04-14

Branch Locations

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

550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • 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
Corecap Investments, Inc Southfield MI 10/2015 05/2018
Crown Capital Securities, Lp Orange CA 05/2018 10/2022
Fit Strategic Advisors Llc Placentia CA 04/2019 01/2024
Independent Insuranc Agent Placentia CA 01/2006 01/2024
Corecap Advisors Southfield MI 07/2017 05/2018
Pruco Securities Llc Orange CA 01/2024 11/2024
The Prudential Insurance Company Of America Orange CA 01/2024 11/2024
Lpl Enterprise, Llc Orange CA 11/2024 02/2025
Massmutual Life Insurance Company Newport Beach CA 11/2024 04/2025
Mml Investors Services, Llc Newport Beach CA 03/2025 04/2025
Money Concepts Capital Corp Palm Beach Gardens FL 04/2025 Present
  • 10/2015 → 05/2018
    Corecap Investments, Inc
    Southfield, MI
  • 05/2018 → 10/2022
    Crown Capital Securities, Lp
    Orange, CA
  • 04/2019 → 01/2024
    Fit Strategic Advisors Llc
    Placentia, CA
  • 01/2006 → 01/2024
    Independent Insuranc Agent
    Placentia, CA
  • 07/2017 → 05/2018
    Southfield, MI
  • 01/2024 → 11/2024
    Orange, CA
  • 01/2024 → 11/2024
    The Prudential Insurance Company Of America
    Orange, CA
  • 11/2024 → 02/2025
    Orange, CA
  • 11/2024 → 04/2025
    Massmutual Life Insurance Company
    Newport Beach, CA
  • 03/2025 → 04/2025
    Newport Beach, CA
  • 04/2025 → Present
    Palm Beach Gardens, FL
Previous Registrations
Other Businesses

FIT Planning Group; since 4/7/25; non-investment related; Employee; Offer Fixed and Indexed Insurance products such as Life, Annuity, Disability, and Long Term Care; 20 hours during trading hours; 20 hours during non-trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-03
S63 Uniform Securities Agent State Law Examination 2006-12-09
  • S65 Uniform Investment Adviser Law Examination
    2013-08-03
  • S63 Uniform Securities Agent State Law Examination
    2006-12-09

View on SEC IAPD

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