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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
AR RA APPROVED 2025-12-19
  • AR RA
    APPROVED
    Since 2025-12-19

Branch Locations

1429 Merrill Drive, Little Rock, AR 72211 • United States

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

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

5600 Mexico Road Ste.1, Saint Peters, MO 63376 • 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
Mcghee Insurance Agency Inc. Little Rock, Arkansas AR 02/2015 Present
Veritas Independent Partners Conway AR 12/2019 12/2025
Rasberry Producers Group Little Rock AR 03/2016 Present
  • 02/2015 → Present
    Mcghee Insurance Agency Inc.
    Little Rock, Arkansas, AR
  • 12/2019 → 12/2025
    Veritas Independent Partners
    Conway, AR
  • 03/2016 → Present
    Rasberry Producers Group
    Little Rock, AR
Previous Registrations
  • 2019-12-05 → 2025-12-22
    Conway, AR
    Conway, AR
    Little Rock, AR
    Little Rock, AR
  • 2017-09-11 → 2017-12-31
    Benton, AR
    Overland Park, KS
    Overland Park, KS
    Benton, AR
  • 2013-08-20 → 2015-09-29
    Little Rock, AR
    Springfield, MO
    St Louis, MO
  • 2013-01-16 → 2013-06-19
    Wfg Advisors, Lp
    Little Rock, AR
Other Businesses

1. AGENT WITH MCGHEE INSURANCE AGENCY IN LITTLE ROCK, ARKANSAS, 2/1/2015, OFFERING PROPERTY, CASUALTY, AND COMMERCIAL INSURANCE SALES. 80 HOURS/MONTH; ESTIMATED INCOME: $30k 2. RASBERRY PRODUCERS GROUP (FMO); IND. CONTRACTOR- SALE OF FIXED AND INDEX ANNUITIES; 40 HOURS/MONTH; ESTIMATED INCOME: $20k

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-15
S63 Uniform Securities Agent State Law Examination 2012-06-06
  • S65 Uniform Investment Adviser Law Examination
    2013-01-15
  • S63 Uniform Securities Agent State Law Examination
    2012-06-06
Other Names
  • Ron H Bruton

View on SEC IAPD

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