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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2002-01-02 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
731 5Th Street, Portsmouth, OH 45662-4007 • 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 |
|---|---|---|---|---|
| American Savings Bank | Portsmouth | OH | 04/1990 | Present |
| Money Concepts Capital Corp | Bellefontaine | OH | 02/1995 | Present |
1. Southern Ohio Medical Center Board of Directors, 1805 27th St., Portsmouth, OH 45662. Board Member, Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Conley Consulting, 11/30/2022, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-10 |
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