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CRD 6972661
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 | 2024-08-02 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
6901 Professional Parkway East Ste. 201, Sarasota, FL 34240-8473 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2019 | Present |
| Schofield Enterprises Inc | Fishers | IN | 05/2019 | Present |
| Valparaiso University | Valparaiso | IN | 06/2015 | 05/2019 |
| Cornerstone Tax Planning | Sarasota | FL | 08/2025 | Present |
1. Schofield Enterprises, 7509 Royal Valley Ct., Lakewood Ranch, FL 34202. Admin Duties, Employee, Non-investment related, 21-40% time spent on activity during non-securities hrs. 2. FP Alpha-Webinar Series, since 8/22/2025, Consulting Services, Non-investment related, 1-10% time spent on activity during securities hrs. 3. Cornerstone Tax Planning, since 1/1/2026, CPA, Tax Preparation, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-19 |
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