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CRD 6542804
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 |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts International | Byron Center | MI | 11/2014 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2015 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-25 |
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