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CRD 6122229
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 |
|---|---|---|---|
| MO | RA | APPROVED | 2016-02-02 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
529 East 5Th Street, Washington, MO 63090 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 02/2016 | Present |
| Insurance Group Of St Charles Co Llc | Washington | MO | 01/2025 | Present |
1. Long Financial Services LLC, 529 E Fifth Street, Washington, MO 63090. Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Insurance Group of St Charles Co LLC, 2/1/2025, P&C Insurance, Agent, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
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