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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | North Palm Beach | FL | 02/2001 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-18 |
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