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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-06-17 |
Branch Locations
5388 Discovery Park Blvd #225, Williamsburg, VA 23188 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-12-17 |
| VA | RA | APPROVED | 2012-10-29 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
5388 Discovery Park Blvd Suite 225, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 10/2012 | Present |
| Cai Group, Llc | Fullerton | CA | 05/2019 | 10/2019 |
| Win Advisors, Inc | Palm Beach Gardens | FL | 06/2019 | Present |
| Gwn Securiies, Inc. | Plm Beach Gardens | FL | 02/2017 | Present |
1. GWN Securities, since 2/2017. 11440 N Jog Road Palm Beach Gardens, FL 33418. Sub-advisor, Provide sub advisory services for GWN Securities. Consultant, investment related, 1-20% time spent on activity during securities hrs. 2. Money Concepts Capital Corp, employee, investment related, 1-20% time spent on activity during securities hrs. 3. Castellum Asset Management, LLC, since 1/2/2023, Employee, Owner, tax purposes. Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-03 |
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