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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-07 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
St. Augustine, FL • 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 |
|---|---|---|---|---|
| The Hilton | West Palm Beach | FL | 01/2017 | 06/2017 |
| Thompson Bmw & Maserati | Doylestown | PA | 06/2017 | 09/2017 |
| Loggerhead Marine | Palm Beach Gardens | FL | 10/2017 | 12/2017 |
| Palm Harbor Marina | West Palm Beach | FL | 12/2017 | 07/2018 |
| The Breakers | Palm Beach | FL | 08/2018 | 03/2020 |
| Island Company | West Palm Beach | FL | 06/2019 | 08/2019 |
| Anacostia Ventures | Palm Beach | FL | 10/2019 | 02/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2020 | Present |
| Student | Doylestown | PA | 01/2012 | 01/2017 |
| Unemployed | Unemployed | FL | 03/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-27 |
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