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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
IN RA APPROVED 2025-10-28
  • IN RA
    APPROVED
    Since 2025-10-28

Branch Locations

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

8275 Allison Pointe Trail Suite 375, Indianapolis, IN 46250 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
Morgan Stanley Indianapolis IN 06/2016 10/2025
Morgan Stanley Private Bank, N.A. New York NY 10/2018 10/2025
Money Concepts Capital Corp Palm Beach Gardens FL 10/2025 Present
Entertainment And Music Distribtion Indianapolis IN 01/2018 Present
Music Digital Distribution Indianapolis IN 01/2015 Present
Circle Financial Planning, Inc. Indianapolis IN 10/2025 Present
  • 06/2016 → 10/2025
    Indianapolis, IN
  • 10/2018 → 10/2025
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2025 → Present
    Palm Beach Gardens, FL
  • 01/2018 → Present
    Entertainment And Music Distribtion
    Indianapolis, IN
  • 01/2015 → Present
    Music Digital Distribution
    Indianapolis, IN
  • 10/2025 → Present
    Circle Financial Planning, Inc.
    Indianapolis, IN
Previous Registrations
  • 2016-11-18 → 2025-10-02
    Chicago, IL
    Indianapolis, IN
Other Businesses

1. Entertainment and Music Distribution; Making music and selling; Music; Owner; 2018; Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Music Digital Distribution; Record music and upload to distribution platforms for music to be sold on Apple Music, iTunes, Google Play, etc., 2015;Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Onajh Music Owner, since 10/2025, 8777 Marisa Drive, Fishers, IN 46038, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Circle Financial Planning, Inc.since 10/2025, Employee, Director, Non-investment related, 60% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-18
  • S66 Uniform Combined State Law Examination
    2016-11-18
Other Names
  • Onajh Porter
  • Onajh K Porter

View on SEC IAPD

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