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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2017-01-06 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
323 Townepark Circle, Louisville, KY 40243 • 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 |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2016 | Present |
1.Mooredor, LLC. Not investment related. The address is the same as my home address: 3112 Setting Sun Court, Crestwood, KY 40014. The company owns shares of real estate properties originally developed by my grandfather. My position is "manager" . Start Date 07/25/2015. I spend approximately one hour a month devoted to the business, which sometimes is during securities trading hours. My duties are to protect the property and assets of the company. 1 total/hour/month. 1 hr during securities trading hours. 2. Flat 6, LLC, Owner. Tax Entity, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-06 |
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