Levi Bagley Dayley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → 04/2023
  Money Concepts International Inc.
  Palm Beach Gardens, FL
• 04/2009 → Present
  Money Concepts Fpc
  Palm Beach Gardens, FL
• 01/2026 → Present
  Fedex Corporation
  Meridan, ID

Other Businesses

FedEx Corporation, since 1/20/2026, Commercial Truck Driver, Employee, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-05

Other Names

• Levi Dayley