Matthew Thomas Apodaca

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Money Concepts Fpc
  Palm Beach Gardens, FL

Other Businesses

1.NorthPoint Tax, Wealth & Business Advisory, LLP . EMPLOYEE;ALL TIME;STAFF ACCOUNTANT;TAX PREPARER 2. Strategic Dash, CPA, Tax preparation, Officer, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-16

Other Names

• Matthew Apodaca