Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-16 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • 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 |
|---|---|---|---|---|
| Herman Miller | Zeeland | MI | 09/2014 | 09/2024 |
| Unemployed | Zeeland | MI | 09/2024 | 04/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2025 | 11/2025 |
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 10/2025 | 11/2025 |
| Byrne Electrical Specialists | Rockford | MI | 12/2025 | Present |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 12/2025 | Present |
| Holland Symphony Orchestra | Holland | MI | 05/2022 | Present |
1. Holland Symphony Orchestra, Not Investment-related, 96 W 15th St 201, Holland, MI, United States(US), 49423, Board of Directors member, Start Date: 05/03/2022, Charity. 10 hrs per month, 0 during securities trading hrs , Community Orchestra, Duties: I am a Board of Directors member serving on the Financial Committee. 2. Byrne Electrical Specialists, Not Investment-related, 320 Byrne Industrial Dr., Rockford, MI, 49531, Sr. Product Manager, Start Date: 12/15/2025, 180 hrs per month, 120 hrs during securities trading hours, OEM Manufacturer for the Contract Furniture Industry, Duties: I am the Sr. Product Manager for the company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
Reach out to this advisor