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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-07 |
Branch Locations
130 Mcghee Rd, Kootenai, ID 83840 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • 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 | San Jose | CA | 02/1995 | Present |
| Tax Wise 1031 Usa, Aka Irei, Llc | Dover | ID | 08/2024 | Present |
1. Tax Wise 1031 USA, AKA IREI, LLC. Consulting Services, Start Date 08/01/2024. Owner. Non-investment related, 1-10% time spent on activity during securities hrs. Tax planning Strategies and educate real estate agents and CPAs on IRS Tax codes and strategies to implement them without discussing specific investments. RE sales and financing is also done through on of two licensed RE Brokers. One in ID and one in CA. We also consult on how the code 1400 z-1 and Z-2 and how to utilize the tax benefits and Consult on other types of RE Structures. 16 total hours per mont. 1 hour during securities trading hours. 2. An officer of the Board of Directors, 2730 Union Ave Suite B San Jose, CA 95124. Board Member, Director, investment related, 1-10% time spent on activity during securities hrs. 3. Advisory Board TNDDA, since 5/29/2026, Board Member, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-06 |
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