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Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-12-03
  • MI RA
    APPROVED
    Since 2015-12-03

Branch Locations

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

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

3767 Sparks Drive Se, Grand Rapids, MI 49546 • United States

266 North Jebavy Drive, Ludington, MI 49431 • 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
Money Concepts International Byron Center MI 11/2014 Present
Money Concepts Capital Corp Palm Beach Gardens FL 10/2015 Present
  • 11/2014 → Present
    Money Concepts International
    Byron Center, MI
  • 10/2015 → Present
    Palm Beach Gardens, FL
Other Businesses

1. Humana Independent Insurance Agent. Health Insurance, Selling Humana Health Insurance. Non-investment related, 1-20% time spent on activity during securities hrs. 2. Blue Cross And Blue Shield Independent Insurance Agent, Health Insurance, selling insurance for BCBS Non-investment related, 1-20% time spent on activity during securities hrs. 3 .Priority Health Independent Insurance Agent, Health Care, Independent Agent selling health insurance. Non-investment related, 1-20% time spent on activity during securities hrs. 4 .GeoBlue Travel Medical Insurance Agent, 3767 Sparks Dr. SE Grand Rapids MI 49546.. Independent Insurance Agency. Agent, Travel Medical Insurance, Non-investment related, 1-20% time spent on activity during non-securities hrs. 5. Molina Healthcare Sales, Independent Insurance Agency. Health, Dental, Vision Non-investment related, 1-20% time spent on activity during non-securities hrs. 6. Creative Window Treatments - Sub contractor, 682 Lake St. Kalamazoo Mi 49001. My role is to Fabricate window treatment products and assist with installations on a very limited basis. Non-investment related, 1-20% time spent on activity during non-securities hrs. 7. ASK Property Management LLC, 780 Four Ponds Ct. SE Byron Center MI 49315. Rental Property, Owner. Non-investment related, 0-10% time spent on activity during non-securities hrs. 8. United Healthcare, Agent, Healthcare, Dental , Vision. Non-investment related, 1-10% time spent on activity during non-securities hrs. 9. Rick Young Insurance, Health Insurance General Agency. Health Insurance, Non-investment related, 1-10% time spent on activity during securities hrs. 10. Oscar health Insurance, since 01/01/2023, Insurance agent, Health insurance, Non-investment related, 1-10% time spent on activity during securities hrs. 11. Dylan Consulting, since 1/1/2021, Agent, Dental Insurance, Non-investment related, 1-10% time spent on activity during securities hrs. 12. Ambetter Health Insurance agent, since 1/1/2022, Agent, Health, Non-investment related, 1-10% time spent on activity during securities hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-25
  • S66 Uniform Combined State Law Examination
    2015-11-25
Other Names
  • Kurt D Sytsma

View on SEC IAPD

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