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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2011-09-15 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
518 S. Mission St., Mount Pleasant, MI 48858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eritano And Associates, Inc. | Mt Pleasant | MI | 06/2004 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2005 | Present |
1.MISSION FINANCIAL SERVICES GROUP-SINCE 2005, 50%, PREISIDENT-TAX PREP & ACCT., MANGEMT., SALES OF HEALTH INSURANCE.,Non-investment related, 41-60% time spent on activity during non-securities hrs. During tax season, 3.5 months, 40+ hours per week. During the off season, 8.5 months, 3-5 hours per week APPROX. 2. 518 S. Mission Street LLC, since 11/4/2024, Owner, Rental Property, Investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-31 |
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