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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1999-04-06 |
Branch Locations
1715 42Nd Avenue, Suite # C, Capitola, CA 95010 • 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 |
|---|---|---|---|---|
| Money Concepts Capital Corp | North Palm Beach | FL | 04/1993 | Present |
| A.K.T. American Capital, Inc. | Capitola | CA | 05/2013 | 01/2020 |
| Eagle Funding Corporation | Capitola | CA | 01/2021 | 10/2023 |
| C2 Financial Corporation | Capitola | CA | 01/2020 | 06/2020 |
| All Cal Financial Inc | Capitola | CA | 06/2020 | 02/2021 |
| C2 Financial Corporation | Capitola | CA | 10/2023 | Present |
1. C2 Financial Corporation, since 10/13/2023, Real Estate, Agent. Non-investment related, 1-10% time spent on activity during securities hrs. 2. Health, Dental, & Vision Insurance, since 1/1/1998, Agent, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. City of Capitola - Finance Committee, since 2/23/2021, 420 Capitola Avenue, Capitola, CA 95010. Charity, Committe Member, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Rovai Wealth Management, since 7/12/2023, DBA, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-27 |
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