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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
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