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CRD 7009985
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-22 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
145 S. Main Street Second Floor, Bellefontaine, OH 43311 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
5650 Blazer Parkway Ste. 164, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Bellefontaine | OH | 09/2018 | Present |
| Aecom Technical Services, Inc. | Columbus | OH | 01/2012 | 09/2018 |
| Dodds Wealth Advisors Llc | Bellefontaine | OH | 01/2026 | Present |
1. Education Committee Member, since 11/1/2024, trustee, non-profit, 4770 Hoover Road, Grove City, OH 43123. Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Dodds Wealth Advisors LLC, since 1/1/2026, Employee, Administrative duties, Non-investment related, 1-10% time spent on activity during securities hrs.
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