Lance Matthew Morrison

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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-08-22

FL RA
APPROVED

Since 2023-08-22

Branch Locations

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

136 Rt. 101-A, Amherst, NH 03031-2209 • United States

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

Bradenton, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Money Concepts Capital Corp	Palm Beach Gardens	FL	05/2015	Present

05/2015 → Present

Money Concepts Capital Corp

Palm Beach Gardens, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-10
S63	Uniform Securities Agent State Law Examination	2011-06-27

S65 Uniform Investment Adviser Law Examination

2016-03-10
S63 Uniform Securities Agent State Law Examination

2011-06-27

View on SEC IAPD

Employer firm

Current Employers

Money Concepts Capital Corp

Disclosures

Employment History

Exams

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Nearby Investors

Nearby Offices

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