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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-23
  • CA RA
    APPROVED
    Since 2024-01-23

Branch Locations

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

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

550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Scf Securities, Inc. Fresno CA 06/2007 11/2016
Scf Investment Advisors, Inc. Fresno CA 06/2007 11/2016
Crown Capital Securities, L.P. Placentia CA 11/2016 11/2023
J & N Partnership Financial. Inc Placentia CA 04/2005 Present
Fit Strategic Advisors Llc Placentia CA 01/2019 11/2023
Fitax Planning, Inc. Placentia CA 09/2018 Present
Ht Realty Inc. Placentia CA 09/2014 09/2020
Money Concepts Capital Corp Palm Beach Gardens FL 11/2023 Present
  • 06/2007 → 11/2016
    Scf Securities, Inc.
    Fresno, CA
  • 06/2007 → 11/2016
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 11/2016 → 11/2023
    Crown Capital Securities, L.P.
    Placentia, CA
  • 04/2005 → Present
    J & N Partnership Financial. Inc
    Placentia, CA
  • 01/2019 → 11/2023
    Fit Strategic Advisors Llc
    Placentia, CA
  • 09/2018 → Present
    Fitax Planning, Inc.
    Placentia, CA
  • 09/2014 → 09/2020
    Ht Realty Inc.
    Placentia, CA
  • 11/2023 → Present
    Palm Beach Gardens, FL
Previous Registrations
  • 2016-11-14 → 2023-11-28
    Crown Capital Securities, L.P.
    Placentia, CA
    Orange, CA
    Placentia, CA
    Placentia, CA
  • 2019-01-25 → 2023-11-20
    Fit Strategic Advisors Llc
    Placentia, CA
  • 2007-06-29 → 2016-11-10
    Scf Investment Advisors, Inc.
    Fresno, CA
    Placentia, CA
Other Businesses

(1) 88 PROPERTY, LLC, START DATE 9/2016, Real Estate, Rental Property, Investment related, 1-10% time spent on activity during securities hrs. (2) J & N PARTNERSHIP FINANCIAL DBA FIT PLANNING GROUP/FINANCIAL INSURANCE & Tax Planning Group DBA "LIFE INSURANCE REVIEW" START 9/1/2007, PRESIDENT & CEO, LIfe Insurance, Fixed Insurance, non-variable products, Tax Planning, Non-investment related, 60% time spent on activity during securities hrs. (3) FINANCIAL INSIGHT TAX PLANNING, START DATE 9/1/2016, CFO, CPA, Tax Services, Non-investment related, 20% time spent on activity during securities hrs. 4 .KCGA (Kiwanis Club of Greater Anaheim) Foundationsince 1/7/2026 Board Member, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs. (4) Youth Leadership American DBA YLA, START 8/1/2003, Board Member, Non-Profit, Leadership program. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-08
S63 Uniform Securities Agent State Law Examination 2005-04-12
  • S65 Uniform Investment Adviser Law Examination
    2007-05-08
  • S63 Uniform Securities Agent State Law Examination
    2005-04-12
Other Names
  • John Nguyen
  • John Danh Nguyen

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