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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
TN RA APPROVED 2022-03-29
  • TN RA
    APPROVED
    Since 2022-03-29

Branch Locations

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

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

323 Townepark Circle, Louisville, KY 40243 • United States

198 East Main Street Suite 101 #1, Franklin, TN 37064 • 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
Zehner Family Limited Partnership Atlanta GA 05/2000 Present
Zehner Management & Consulting, Llc Atlanta GA 05/2000 Present
Zehner And Associates, Llc Fort Myers FL 02/2010 Present
Money Concepts Capital Corp Plam Beach Gardens FL 08/2010 Present
  • 05/2000 → Present
    Zehner Family Limited Partnership
    Atlanta, GA
  • 05/2000 → Present
    Zehner Management & Consulting, Llc
    Atlanta, GA
  • 02/2010 → Present
    Zehner And Associates, Llc
    Fort Myers, FL
  • 08/2010 → Present
    Plam Beach Gardens, FL
Previous Registrations
Other Businesses

1. ZEHNER & ASSOCIATES LLC, SINCE 02/2010, OWNER, PAYROLL, HEALTH & MEDICARE SUPPLEMENT, 30 HRS.MO. 60 HRS. MO. DURING SECURITIES TRADING. 2. Southern Cultured Foods, LLC, 920 Joel Cheek Blvd Franklin, TN 37064. The manufacture and sales of cultured foods. Employee, Officer, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-04-15
  • S63 Uniform Securities Agent State Law Examination
    1996-04-15
Other Names
  • Scott Zehner

View on SEC IAPD

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