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Donald Allen Lozier

Money Concepts Capital Corp

Palm Beach Gardens, FL

Palm Beach Gardens, FL

West Jefferson, OH

CRD 5376391

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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:

Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-26
  • OH RA
    APPROVED
    Since 2022-10-26

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

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

West Jefferson, OH • 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
Nsystems, Llc New Albany OH 04/1999 12/2020
Ebner Financial Group West Jefferson OH 12/2012 10/2022
Money Concepts Capital Corp. Palm Beach Gardens FL 10/2022 Present
  • 04/1999 → 12/2020
    Nsystems, Llc
    New Albany, OH
  • 12/2012 → 10/2022
    Ebner Financial Group
    West Jefferson, OH
  • 10/2022 → Present
    Money Concepts Capital Corp.
    Palm Beach Gardens, FL
Previous Registrations
  • 2019-06-06 → 2022-10-05
    Ebner Financial Group
    New Hill, NC
    West Jefferson, OH
  • 2007-07-31 → 2011-12-31
    Ebner Financial Group
    Mount Pleasant, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-26
S65 Uniform Investment Adviser Law Examination 2019-06-14
  • S63 Uniform Securities Agent State Law Examination
    2022-09-26
  • S65 Uniform Investment Adviser Law Examination
    2019-06-14

View on SEC IAPD

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Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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