Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 2595371
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 |
|---|---|---|---|
| KY | RA | APPROVED | 2017-11-09 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
1640 Mccracken Blvd. Suite 100, Paducah, KY 42001 • United States
323 Townepark Circle, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/1995 | 11/2017 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 11/2017 | Present |
1. Paducah Wealth Management. Non-Investment related only for marketing purposes. Start 2004. Owner. 140 total hours month. 140 hours month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-01 |
Reach out to this advisor