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CRD 2197999
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-05 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
6901 Professional Parkway East Ste. 201, Sarasota, FL 34240-8473 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoosier Inssurance Co. | Indianapolis | IN | 03/1991 | Present |
| Ids Life Insurance Company | Indianapolis | IN | 11/1991 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 05/2005 | Present |
Schofield Enterprises, Inc., since 11/30/2022, 7509 Royal Valley Court, Lakewood Ranch, FL 34202. Management Duties, Officer, Investment related, 11-20% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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