Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 2418827
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 |
|---|---|---|---|
| KY | RA | APPROVED | 2008-01-07 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
323 Townepark Circle, Louisville, KY 40243 • United States
Lagrange, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2007 | Present |
1. GENE WALTER, SINCE 2007, TRUSTER, TRUSTER FOR THE PAUL E. DAVIS IRREVOCABLE TRUST, 3 HRS. MO., VARIES DURING SECURITIES TRADING. 2. INTERGRA PROPERTY MANAGEMENT LLC, 1901 FAIRWAY DRIVE, LAGRANGE, KY 40031, OWNER OR SHAREHOLDER, RESIDENTAIL REAL ESTATE RENTALS, OWING AND MANAGING RENTAL PROPERTY WITH WIFE.1-20% CONDUCTING THIS ACTIVITY, 8 HRS. MO. DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
Reach out to this advisor