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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-23 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
323 Townepark Circle, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Capital Group | Louisville | KY | 01/2025 | Present |
| Truist Financial Corporation | Charlotte | NC | 05/2021 | 09/2024 |
| Advanced Technology Services | Greenville | SC | 05/2019 | 08/2019 |
| N/A | Nashville | TN | 09/2024 | 12/2024 |
| Clemson University | Clemson | SC | 08/2019 | 05/2021 |
| Education Solution Services | Winchester | VA | 05/2018 | 08/2018 |
| Zaxbys | Winchester | VA | 02/2017 | 06/2017 |
| Clemson University | Clemson | SC | 06/2017 | 05/2018 |
| Clemson University | Clemson | SC | 08/2018 | 05/2019 |
| Millbrook High School | Winchester | VA | 08/2014 | 02/2017 |
(1) Creative Capital Group. Non-investment related. Address: 323 Townepark Circle, Louisville, KY 40243. Position: Paraplanner. Start date: 1/1/2025. Number of Hours a month: 160. Number of Hours during securities trading hours: 130. Duties: Schedule client meetings, prepare client reviews. (2) Eastern High School. Non-investment related. Address: 12400 Old Shelbyville Rd, Louisville, KY 40243. Position: Football Coach. Start date: 1/5/2026. Number of Hours a month: 40. Number of Hours during securities trading hours: 0. Duties: Outside Linebacker coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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