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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-09-29 |
Branch Locations
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
529 East 5Th Street, Washington, MO 63090 • 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 |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 04/2015 | Present |
| Matthew Haeffner Financial Services Llc | Washington | MO | 01/2022 | Present |
1. Grosse Financial Services LLC , since 11/1/2022, DBA, Officer, Non-investment related, 1-10% time spent on activity during securities hrs. 2. Matthew Haeffner Financial Services LLC, since 1/1/2022, Admin, Employee, Salary. Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-29 |
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