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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-10 |
Branch Locations
100 South Main Av Ste 206, Sidney, OH 45365 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyer Financial Group, Inc. | Sidney | OH | 05/2021 | Present |
| Drt Precision Manufacturing Llc | Sidney | OH | 04/2018 | 04/2021 |
| Sidney Warehousing, Inc. | Sidney | OH | 02/2004 | 04/2018 |
| Julie E Fuller | Degraff | OH | 02/2011 | 05/2021 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 05/2022 | Present |
1. Boyer Financial Group, Inc. Not investment-related.Tax preparation services. Tax Preparer. Preparing income tax returns. Start date of 5/2021 14 hours total hours per month. 7 hours during securities trading hours. 2. Medicare, since 10/21/2024, Health Insurance, Employee, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
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