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Brennan James Schofield

Money Concepts Capital Corp

Palm Beach Gardens, FL

Bradenton, FL

Saint Peters, MO

Palm Beach Gardens, FL

Saint Petersburg, FL

Sarasota, FL

CRD 6972659

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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
FL RA APPROVED 2023-06-27
  • FL RA
    APPROVED
    Since 2023-06-27

Branch Locations

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

Bradenton, FL • United States

5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States

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

Saint Petersburg, FL • United States

6901 Professional Parkway East Ste. 201, Sarasota, FL 34240-8473 • 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
Lido Beach Resort Sarasota FL 04/2020 10/2021
Student Student IN 04/2011 04/2020
Money Concepts Capital Corp Palm Beach Gardens FL 11/2021 Present
  • 04/2020 → 10/2021
    Lido Beach Resort
    Sarasota, FL
  • 04/2011 → 04/2020
    Student
    Student, IN
  • 11/2021 → Present
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-18
S65 Uniform Investment Adviser Law Examination 2023-06-24
  • S63 Uniform Securities Agent State Law Examination
    2023-07-18
  • S65 Uniform Investment Adviser Law Examination
    2023-06-24

View on SEC IAPD

Nearby Firms

WIN ADVISORS, INC
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS

Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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