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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-30 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
1156 Bowman Road Suite 200, Mount Pleasant, SC 29464-3858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leaderone Financial | Mt. Pleasant | SC | 11/2020 | 05/2023 |
| Supreme Lending Corporation | Mt. Pleasant | SC | 03/2020 | 11/2020 |
| Southern Trust Mortgage | Mt. Pleasant | SC | 11/2011 | 03/2020 |
| Money Concepts Capital | Palm Beach Gardens | FL | 01/2023 | Present |
| My Car Guy, Llc | North Charleston | SC | 09/2018 | Present |
| Windows & Siding 4 Less, Llc | Windows & Siding 4 Less, Llc | SC | 02/2016 | Present |
| American Financial Network | North Charleston | SC | 05/2023 | 06/2025 |
| Realtor / Berkshire Hathaway Homeservices Carolina Sun Real Esta | Mount Pleasant | SC | 02/2024 | 07/2024 |
| Marek Property Advisors Realtor | Pawleys Island | SC | 02/2025 | Present |
| Sierra Pacific Mortgage | Mt. Pleasant | SC | 06/2025 | 09/2025 |
| Union Home Mortgage | Isle If Palms | SC | 10/2025 | 11/2025 |
| Umortgage | Mt. Pleasant | SC | 11/2025 | Present |
1. My Car Guy, LLC. Sept 2018. Owner of small retail used car lot, buy cars, wholesale, sell retail. N. Charleston, SC (SC Licensed Dealer# 39966). Total 20 Hrs/mo. Zero hrs/mo during securities trading hours. 2. Windows & Siding 4 Less, LLC: Owner of a small home improvement company (SC specialty contractor). Start Date Feb 2016. Home Improvement. Licensed subcontractors do all work. There is no physical office. All online (www.BestWindows4Less.com). Total 4 Hrs/mo. Zero hrs/mo during securities trading hours. 3. Federal Benefits Academy, since 3/27/0225, Teaching/Coaching, Consultant, Non-investment related, 1-10% time spent on activity during securities hrs. 4. UMortgage, since 11/17/2025, 1156 Bowman Road., Ste. 200/Office 232, Mt. Pleasant, SC 29464. Employee, Loan Officer, Non-Investment related, 11-20% time spent on activity during securities hrs. 5. Marek Property Advisors, since 02/18/2025. 13272 Ocean Hwy., Pawley's Island SC 29585. Realtor. Non-investment related. 11-20% time spent on activity during securities hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-18 |
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