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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1999-06-06 |
Branch Locations
377 Main Street, Ste 1, Greenfield, MA 01301 • United States
75 Garden St., Wethersfield, CT 06109 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • 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 |
|---|---|---|---|---|
| Self-Employed Certified Public Accountan | Greenfield | MA | 10/1976 | Present |
| Money Concepts Capital Corp | North Palm Beach | FL | 01/1999 | Present |
1. DONALD E. GRAVES, CPA, LLC.,OWNER, TAX AND ACCOUNTING OFFICE. FROM 11/01/1976. 160 HRS. MO., 10 HRS. MO DURING SECURITIES TRADING. 377 MAIN ST., GREENFIELD, MA 01301-3332. 2. Director Conway Sportsmen"s Club Conway Mass, since 1/8/2024, 3 Laurel St., Shelburne Falls, MA 01370, Charity, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-29 |
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