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CRD 5287558
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2008-08-01 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
145 S. Main Street Second Floor, Bellefontaine, OH 43311 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
5650 Blazer Parkway Ste. 164, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 04/2008 | Present |
1. DWA Capital Inc., since 1/1/2022, Owner, Non-investment related, 60% time spent on activity during non-securities hrs. 2. Dodds Wealth Advisors LLC, since 1/1/2026, Marketing, Tax LLC, Non-investment related, 1-10% time spent on activity during securities hrs.
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