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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 |
|---|---|---|---|
| CO | RA | APPROVED | 1999-06-18 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
600 South Cherry St Suite 801, Denver, CO 80246 • 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 |
|---|---|---|---|---|
| Money Concepts Capital Corp | Frisco | CO | 02/1995 | Present |
1.BLAIR FINANCIAL PLANNING, DBA MAESTRO ASSOCIATES- FINANCIAL PLANNING SINCE 6/1998 40HRS/WK. OWNER - ONLY PLANNING SALES THROUGH MONEY CONCEPTS. 2. National Director of Financial Planning for Money Concepts International, Teaching/Coaching. Consultant, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Blue Devils 1999 LLC, since 11/14/2023 oFFICER, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-17 |
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