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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-06-24
  • KS RA
    APPROVED
    Since 2025-06-24

Branch Locations

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

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

100 S 4Th Street, Leavenworth, KS 66048 • 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
City Of Colorado Springs Colorado Springs CO 05/2018 08/2023
University Of Saint Mary Leavenworth KS 08/2020 05/2024
Applebees Leavenworth KS 08/2023 08/2024
Financial Strategies At Mutual Savings Leavenworth KS 01/2024 Present
Money Concepts Advisory Services Palm Beach Gardens FL 11/2024 Present
Student Colorado Springs CO 01/2015 05/2018
  • 05/2018 → 08/2023
    City Of Colorado Springs
    Colorado Springs, CO
  • 08/2020 → 05/2024
    University Of Saint Mary
    Leavenworth, KS
  • 08/2023 → 08/2024
    Applebees
    Leavenworth, KS
  • 01/2024 → Present
    Financial Strategies At Mutual Savings
    Leavenworth, KS
  • 11/2024 → Present
    Money Concepts Advisory Services
    Palm Beach Gardens, FL
  • 01/2015 → 05/2018
    Student
    Colorado Springs, CO
Other Businesses

1. Mutual Savings Association, non Investment Related, 100 S 4th St. Leavenworth, KS 66048, Sales Assistant, 01/2024, Full-Time employee - As an employee of Mutual Savings Association, my primary role involves operating within the organization's channels, sharing an office space with the bank, and supporting efforts to foster client engagement between MSA and FSI. Investment related, 1-10% time spent on activity during non-securities hrs.\ 2. Financial Strategies Subsidiary of Mutual Savings, Yes Investment Related, 100 S 4th St. Leavenworth, KS 66048, Sales Assistant, 01/2024, Full-Time employee - Regarding Financial Strategies, FSI is a subsidiary of Mutual Savings Association. As a member of FSI, I serve as a Securities Assistant while also functioning in an Advisor-in-Training capacity. My work supports the broader organizational goals, ensuring seamless collaboration between the two entities. Investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

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