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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • 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 |
|---|---|---|---|---|
| Troy High School | Fullerton | CA | 08/2021 | 05/2025 |
| Santiago Canyon College | Orange | CA | 07/2025 | Present |
| Sarah Mcgarvin Intermediate School | Garden Grove | CA | 08/2019 | 06/2021 |
| Anthony Elementary School | Westminster | CA | 08/2013 | 06/2019 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 04/2026 | Present |
FIT Financial Group. Non-Investment related. Start Date 08/08/2025. Client Management Assistant, insurance, taxes. 40hrs Total per month. 20 hrs during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
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