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Lagrange, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Department Of Justice; Office Of The U.S. Trusee | Louisville | KY | 12/2001 | 09/2025 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 07/2016 | 02/2026 |
| Independent Insurance Agent | Lagrange | KY | 07/2006 | Present |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 07/2016 | 02/2026 |
| Tax Resolutions Services, Llc | Lagrange | KY | 01/1998 | Present |
| Bloom Financial, Llc | Lagrange | KY | 07/2025 | Present |
| Bloom Financial, Llc | Lagrange | KY | 03/2026 | Present |
| Global Real Estate. Llc | Lagrange | KY | 01/2025 | Present |
OBA 1: Gary C. Grimes, CPA, dba Tax Resolutions Services, LLC (Non Investment Related) Providing tax and accounting services through a single member LLC since 1998, located at 8401 Shelbyville Road, Ste 219, Louisville, KY 40222. Member/owner of the entity. Approximately 10 hours per month are spent on this activity outside securities trading hours, and approximately 5 hours per month occur during trading hours. OBA 2: Independent Insurance Agent (Investment Related) Engaged in insurance and annuity product sales since July 2006 in LaGrange, Kentucky. Approximately 10 hours per month are devoted to this activity, including during securities trading hours. OBA 3: Global Real Estate LLC (Non Investment Related) Entity based in 4605 Stonelea Dr. LaGrange, Kentucky, Sole Member, January 18, 2025, holding and managing rental property. Approximately 5 hours per month are devoted to this activity, all outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-01 |
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