Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 5495969
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 |
|---|---|---|---|
| TN | RA | APPROVED | 2014-10-29 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
1612 Westgate Circle Suite 222, Brentwood, TN 37027 • United States
323 Townepark Circle, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palms Casino Resort | Las Vegas | NV | 08/2005 | Present |
1. Levine Financial Group, DBA. Owner, Financial Planning Practice, investment related, 60% time spent on activity during securities hrs. 2. Pitching Coordinator, since 9/5/2024, 121 Seaboard Lane, Franklin, TN 37064. Charity, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. MEMBER OF BOARD OF DIRECTOR, since 9/5/2024, Travel Baseball, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-07 |
Reach out to this advisor