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CRD 5583141
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 | 2015-08-11 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
101 West Sandusky St Suite #202, Findlay, OH 45840-3276 • United States
10100 E Ida Road, Delphos, OH 45833-9056 • United States
1701 East Melrose Avenue, Findlay, OH 45840-4415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2012 | Present |
1. Romick Wealth Strategies, DBA, Owner, investment related, 60% time spent on activity during securities hrs. 2. Cedar Creek Church - Financial Advisory Team, since 5/1/2025, 29129 Lime City Road, Perrysburg, OH 43551. Charity, Consultant. Non-investment related, 1-10% time spent on activity during securities hrs. 3. Board Member - Hope House for the Homeless, Inc since 11/2025, 1800 N Blanchard St, Suite 106, Findlay, OH 45840. Non-profit, Board Member, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Development Committee Member - Marathon Center for the Performing Arts, since 9/7/2026, Committee member,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-23 |
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