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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 |
|---|---|---|---|
| IN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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