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CRD 8102956
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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-08 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
10 E Pearl St., Batesville, IN 47006-1269 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kasco Mfg Inc | Shelbyville | IN | 03/2013 | 12/2024 |
| Tri County Financial Llc | Batesville | IN | 01/2025 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 05/2025 | Present |
Tri County Financial, LLC. Non-investment related. Employee. Prepare individual tax returns from February to April. CPA/Tax preparation/Accounting. 170 total hrs per month. 130 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-05 |
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