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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
PA RA APPROVED 2025-04-28
  • PA RA
    APPROVED
    Since 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

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
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
  • 01/2024 → Present
    Accountmaster, Inc
    Washington, PA
  • 04/2023 → 12/2023
    Self Employed
    Washington, PA
  • 01/2023 → 03/2023
    Unemployed
    Washington, PA
  • 04/2020 → 12/2022
    Radian Settlement Services, Inc
    Coraopolis, PA
  • 05/2015 → 04/2020
    Pcn Network, Llc
    Pittsburgh, PA
  • 09/2024 → Present
    Palm Beach Gardens, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-28
  • S66 Uniform Combined State Law Examination
    2025-04-28

View on SEC IAPD

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