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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-18 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consilium Wealth Management | San Ramon | CA | 02/2020 | 11/2023 |
| Consilium Wealth Management | San Ramon | CA | 03/2021 | 11/2023 |
| Armanino, Llp | San Ramon | CA | 06/2019 | 02/2020 |
| Bdo Usa, Llp | San Francisco | CA | 09/2016 | 05/2019 |
| Kpmg, Llc | San Francisco | CA | 05/2015 | 09/2016 |
| Independent Realtor | San Ramon | CA | 03/2004 | 02/2025 |
| Simplex Wealth Management | San Ramon | CA | 03/2021 | 11/2023 |
| Eide Bailly Advisors, Llc. | San Ramon | CA | 11/2023 | 02/2025 |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | 02/2025 |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 02/2025 | Present |
1. Licensed Realtor in AZ & CA. Although the license is active, I do not practice. The Time spent per week is zero hours. Non-Investment related. when it was active, I would build relationships and act as an agent for buyers and or sellers of residential real estate. 2. NorthPoint Tax, Wealth and Business Advisory, LLP. Non-Investment-related. Salary. Employee. 160 hours per month. 100 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
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