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Marion Amy Delaplaine

Money Concepts Capital Corp

Peachtree Corners, GA

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Fairhope, AL

CRD 2722797

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Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2015-01-23
GA RA APPROVED 2003-08-25
  • AL RA
    APPROVED
    Since 2015-01-23
  • GA RA
    APPROVED
    Since 2003-08-25

Branch Locations

3091 Governors Lake Drive Suite 420, Peachtree Corners, GA 30071 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Fairhope, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amy Delaplaine, Cpa (Self Employed) Atlanta GA 01/1986 Present
Money Concepts Capital Corp North Palm Beach FL 02/1996 Present
  • 01/1986 → Present
    Amy Delaplaine, Cpa (Self Employed)
    Atlanta, GA
  • 02/1996 → Present
    Money Concepts Capital Corp
    North Palm Beach, FL
Other Businesses

AMY DELAPLAINE,CPA,SINCE 1984, OWNER, TAX PLANNING TAX PREPARATION CONSULTING, 80 HRS. MO., 50-60 HRS. MO. DURING SECURITIES TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-31
  • S63 Uniform Securities Agent State Law Examination
    1996-05-31
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
W&S BROKERAGE SERVICES, INC.

Nearby Investors

DANIEL HOWARD BARRACLIFF
MARK PERDUE MILLER
RONALD JOSEPH HUCK

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Peachtree Corners, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Norcross, GA
LPL FINANCIAL LLC · PEACHTREE CORNERS, GA

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