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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2017-03-22 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
159 N Main St. Suite E, Bowling Green, OH 43402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Bowling Green | OH | 01/2016 | 02/2017 |
| Mml Investors Services | Bowling Green | OH | 01/2016 | 02/2017 |
| Money Concepts Capital Corp. | Perrysburg | OH | 03/2017 | Present |
1. Weddings For The Ages, LLC, 510 Harvest Lane, Bowling Green, OH 43402. Owner. Start Date: 12/2013. Officiate weddings. Non-investment related, 1-20% time spent on activity during non-securities hrs. 2. Outside Insurance Brokerage (MassMutual) (Legacy), 7150 W. Central Ave. Suite 100, Toledo, OH 43617. Charity, Agent, only trail business for MassMutual. Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Vice Pres. of BNI Chapter, since 10/15/2025 Charity, officer, 3. PTO, effective 5/1/2024, 515 Sand Ridge, Bowling Green, OH 43402. School PTO, Charity, Non-investment related, 1-10% time spent on activity during securities hrs. 4. Vice Pres. of BNI Chapter, since 10/15/2025 Charity, officer, Non-investment related, 1-10% time spent on activity during non-securities hrs. 5. BG SONG (Save Our Neighborhoods Group) board member, since 12/225, non-profit, 200 North Summit St., Bowling Green, OH 43402. Non-investment related, 1-10% time spent on activity during non-securities hrs. 6. The Cocoon, since 3/25/2026, P.O. Box 1165, Bowing Green, OH 43402. Charity, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-13 |
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