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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-29 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
915 West Imperial Hwy Ste. 120, Brea, CA 92821-3850 • United States
Clayton, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northpoint Tax, Wealth & Business Advisory, Llp | Fullerton | CA | 11/2015 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2016 | Present |
1. NorthPoint Tax, Wealth & Business Advisory, LLP , SINCE 11/2015, Paraplanner, PROVIDE ADMISNISTRATIVE SUPPORT, GENERATE ANANLYSIS AND SOME SALES, ALL DURING SECURITIES TRADING HOURS. 2. AssetMark Operations Advisory Board, since 1/21/2026. Board Member, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. JVHC Cappel LLC Managing Member, since4/1/2026, Board Member, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-23 |
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