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CRD 6213877
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 |
|---|---|---|---|
| IN | RA | APPROVED | 2013-10-24 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
10 E Pearl St., Batesville, IN 47006-1269 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • 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 | 07/2013 | Present |
| Tri-County Financial | Batesville | IN | 01/2011 | Present |
1.Tri-County Financial, LLC., Start Date 01/01/2011. Tax Preparation/Accounting, President. Owner. Tax preparation of individual and business tax returns. Non-investment related, 1-10% time spent on activity during securities hrs. 24 Total Hrs/Month during securities trading hours. 2. Frey Finance LLC since 12/29/2025, 510 Pleasant View Lane, Bateville, IN 47006. Owner, Investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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