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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-28 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
25 South College Street, Washington, PA 15301-4821 • 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 |
|---|---|---|---|---|
| Accountmaster, Inc | Washington | PA | 01/2024 | Present |
| Self Employed | Washington | PA | 04/2023 | 12/2023 |
| Unemployed | Washington | PA | 01/2023 | 03/2023 |
| Radian Settlement Services, Inc | Coraopolis | PA | 04/2020 | 12/2022 |
| Pcn Network, Llc | Pittsburgh | PA | 05/2015 | 04/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 09/2024 | Present |
1. Employed at AccountMaster, Inc. Non-investment related. A tax accounting firm located at 90 W Chestnut St, Ste 100UL, Washington, PA 15301. The position is a CPA and tax accountant. Duties involve tax preparation as well as other related accounting services.. Start Date: 01/2024. Approx. Hours per month, 100, of which 60 are during trading hours. 2. Washington County Gay Straight Alliance, Inc. Start Date 01/2020. Serve as board chairperson and treasurer. Board Member. 15 total hrs per month. Zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
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