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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-09-14
  • LA RA
    APPROVED
    Since 2021-09-14

Branch Locations

2443 Tower Drive, Monroe, LA 71201 • United States

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

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
Fletcher Financial Group Monroe LA 08/2015 10/2018
Jordan Smith Insurance Agency Llc Longview TX 11/2018 06/2021
Money Concepts Capital Corp Palm Beach Gardens FL 08/2021 Present
Previous Registrations
Other Businesses

1. River Real Estate Holdings LLC . Not investment related . Manage property held within the LLC. 801 N Fredonia, Longview TX 75601. Investment property. 50% owner. start date: 05/2020. 2 Total Hrs per month 2 hrs a month. 0 Hrs during securities trading hours. 2. Oglesby Financial Group. Start Date 07/01/2021. Client paperwork, uploading, documentation. 160 total hrs per month. 160 during securities trading hours. 3. James Jordan Group LLC, 1813 townhouse drive unit B, monroe, la 71201, Rental Property., Owner. Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Big Boy Properties LLC, since 12/1/2022, 2402 Emerson St., Monroe, LA 71201, owner, Rental Property, Non-investment related, 1-10% time spent on activity during non-securities hrs. 5. EL Gato Rico LLC, since 5/16/2025, 2402 Emerson St., Monroe, LA 71201. Rental Property, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-20
  • S65 Uniform Investment Adviser Law Examination
    2016-12-20
Other Names
  • Jordan Cale Smith

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