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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-18 |
Branch Locations
857 Wharton Avenue, Wilmington, NC 28412 • 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 |
|---|---|---|---|---|
| Paul J. Edmunds, Cpa, Cfp | Denville | NJ | 11/1998 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2015 | Present |
1.Co-trustee for tax client's credit shelter family trust since 03/1998. Non- Investment related. Duties include the accounting, tax preparation, trust administration. Spend approximately 10 hours a month during trading hours and 5 hours during non-securities trading hours for a total of 15 hours. ALSO have a tax practice providing tax advice and preparing tax returns. Spend approximately 24 hours a month during trading hours and 6 hours during non-securities trading hours for a total of 30 hours. 2.Owner of CPA firm, Since 03/1988, tax advice & prepare tax returns, 24 hrs. mo. during securities trading, 6 hrs. mo. during non-securities trading. 3. Court Square Plaza, LLC, Rental Property. Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Plaza 23, LLC, Rental Property. Owner, Non-investment related, 1-20% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-13 |
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