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Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-06-05
  • NH RA
    APPROVED
    Since 2026-06-05

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

136 Rt. 101-A, Amherst, NH 03031-2209 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
Anthony's Coal Fired Pizza Littleton MA 07/2016 02/2017
Acton Toyota Of Littleton Littleton MA 03/2017 10/2017
The Friendly Toast Burlington MA 10/2017 03/2020
The Friendly Toast Bedford NH 06/2020 01/2026
Prime Subaru Manchester NH 03/2022 09/2022
R. H. Gibbons Diesel Repair, Llc Danville NH 06/2021 Present
Northeast Medical Exchange Llc Bedford NH 01/2026 01/2026
Bookkeeping/Accounting Danville NH 06/2021 Present
  • 07/2016 → 02/2017
    Anthony's Coal Fired Pizza
    Littleton, MA
  • 03/2017 → 10/2017
    Acton Toyota Of Littleton
    Littleton, MA
  • 10/2017 → 03/2020
    The Friendly Toast
    Burlington, MA
  • 06/2020 → 01/2026
    The Friendly Toast
    Bedford, NH
  • 03/2022 → 09/2022
    Prime Subaru
    Manchester, NH
  • 06/2021 → Present
    R. H. Gibbons Diesel Repair, Llc
    Danville, NH
  • 01/2026 → 01/2026
    Northeast Medical Exchange Llc
    Bedford, NH
  • 06/2021 → Present
    Bookkeeping/Accounting
    Danville, NH
Other Businesses

1. Bookkeeping/Accounting, since 6/9/2021, 12 Olde Road, Unit-A, Danville, NH, 03819. Business Manager, Employee, Non-investment related, 11-20% time spent on activity during securities hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
  • S66 Uniform Combined State Law Examination
    2026-06-02

View on SEC IAPD

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