John David Toliuszis

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

• 01/2015 → Present
  Fsc Securities Corporation
  Miromar Lakes, FL
• 11/2018 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 06/2024 → Present
  Jjt's Rentals Limited
  Miromar Lakes, FL

Previous Registrations

• 2015-02-23 → 2018-11-06
  Fsc Securities Corporation
  Ft Myers, FL
  Kankakee, IL
• 2010-12-21 → 2015-02-11
  Park Avenue Securities Llc
  Fort Myers, FL

Other Businesses

1.TOLIUSZIS CONSULTING - Start Date 1/1/2002, Owner, Nature of business: LONG TERM CARE,GROUP & INDIVIDUAL HEALTH BENEFITS-COMMISSION BASIS-, PROCESS IMPROVEMENT & SALES TRAINING CONSULTING FOR AUTOMOBILE BUSINESS, COMMISSION BASIS 10 TOTAL HOURS/MO AND 10 HOURS DURING SECURITIES TRADING. ADDRESS: 12855 EPPING WAY, FT. MYERS, FL 33913 2.ONE STOP INSURANCE and FINANCIAL SERVICES,LLC - Start Date 12/23/2014 Owner; MARKETING NAME FOR SECURITIES BUSINESS THROUGH MONEY CONCEPTS CAPITAL CORP AND P&C INSURANCE. MEMBER. 100 TOTAL HOURS MONTH DURING TRADING HOURS, 80 HOURS MONTH DURING SEC TRADING HOURS. INVESTMENT RELATED: YES. ADDRESS: 12855 EPPING WAY, FT. MYERS, FL 33913 3. ONE DEALER SOLUTION POSITION: MANAGING MEMBER NATURE: BUSINESS IN A LLC INVESTMENT RELATED. PERSONAL COMPANY - 100 TOTAL HRS MONTH. 50HRS DURING SECURITIES TRADING HOURS: START DATE: 01/19/2015 DESCRIPTION: OWNER OF BUSINESS THAT RECRUITS PROPERTY AND CASUALTY AGENCIES. ADDRESS: 12855 EPPING WAY, FT. MYERS, FL 33913. 4. One Solution Advisors Inc., Tax Preparation, Accounting, Investments, Insurance, Financial Planning. Officer, Owner, Agent, Non-investment related, 41-60% time spent on activity during non-securities hrs. 5. Strategic Tax and Investments Co, CPA. Officer. Non-investment related, 11-20% time spent on activity during non-securities hrs. 6. jJT's Rentals Limited, since 6/1/2024, owner, accountant, equipment rentals, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-20

Other Names

• John D Toliuszis