Best Investors Account Sign in
Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2001-07-31
  • CO RA
    APPROVED
    Since 2001-07-31

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

600 South Cherry St Suite 801, Denver, CO 80246 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Concepts Capital Corp North Palm Beach FL 02/2001 Present
Other Businesses

1. BLAIR FINANCIAL PLANNING, DBA MAESTRO ASSOCIATES, 600 SOUTH CHERRY STREET, STE. 801, DENVER, CO. 80246, SOLE PROPRIETORSHIP, INVESTMENT ADVISER, CONSULTANT, 100 HRS. MO. DURING SECURITIES TRADING. 2. LEMMON LODGE HOMEOWNERS ASSOCIATION, 1224 LKE AVENUE, GRAND LAKE, CO. 80447, 501C4 HOME OWNERS ASSOCIATION, BOARD OF DIRECTORS, OFFICER, 20 HRS. MO. DURING SECURITIES TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-21
S63 Uniform Securities Agent State Law Examination 1995-01-18
  • S66 Uniform Combined State Law Examination
    2001-03-21
  • S63 Uniform Securities Agent State Law Examination
    1995-01-18

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Palm Beach Gardens, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor