Best Investors Account Sign in
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
GA RA APPROVED 2020-08-13
  • GA RA
    APPROVED
    Since 2020-08-13

Branch Locations

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

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

1050 Shiloh Rd Nw Suite 308, Kennesaw, GA 30144 • 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
Army National Guard Marietta GA 03/2004 12/2024
Edward Jones St Louis MO 11/2014 08/2020
Money Concepts Capital Corp Palm Beach Gardens FL 08/2020 Present
Untamed Media Group Acworth GA 07/2024 Present
  • 03/2004 → 12/2024
    Army National Guard
    Marietta, GA
  • 11/2014 → 08/2020
    St Louis, MO
  • 08/2020 → Present
    Palm Beach Gardens, FL
  • 07/2024 → Present
    Untamed Media Group
    Acworth, GA
Previous Registrations
  • 2015-02-16 → 2020-08-11
    Marietta, GA
    St Louis, MO
    Marietta, GA
    Acworth, GA
Other Businesses

1. Command Wealth Management, LLC, since 1/1/2024, DBA, Non-investment related, 1-10% time spent on activity during securities hrs. 2. Georgia Military Institute Alumni Association, since 3/25/2024, Charity, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Untamed Media Group, since 7/1/2024, Teaching, Coaching, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-09
  • S66 Uniform Combined State Law Examination
    2015-02-09

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Palm Beach Gardens, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor