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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-08-04 |
Branch Locations
4125 Hamilton Avenue, Cincinnati, OH 45223 • United States
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 |
|---|---|---|---|---|
| North Side Bank | Cincinnati | OH | 06/2002 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2005 | Present |
1. North Side Bank & Trust Co., Employee, Manage investments for the Bank. investment related, 60% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-16 |
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