Best Investors Account Sign in
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

AuthorityCategoryStatusDate
KY RA APPROVED 2013-08-01
  • KY RA
    APPROVED
    Since 2013-08-01

Branch Locations

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

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

323 Townepark Circle, Louisville, KY 40243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Web Design-Internet Mosaics Louisville KY 08/2000 Present
Money Concepts Capital Corp Palm Beach Gardens FL 08/2013 Present
Old 502 Winery Louisville KY 06/2013 Present
Team Casconi Louisville KY 03/2023 Present
  • 08/2000 → Present
    Web Design-Internet Mosaics
    Louisville, KY
  • 08/2013 → Present
    Palm Beach Gardens, FL
  • 06/2013 → Present
    Old 502 Winery
    Louisville, KY
  • 03/2023 → Present
    Team Casconi
    Louisville, KY
Previous Registrations
Other Businesses

1. INTERNET MOSAICS, 3923 DRUID HILLS ROAD LOUISVILLE, KY 40207, SINCE 08/2000, OWNER, WEB DESIGN, 0 DURING SECURITIES TRADING. 2. TEAMWORK EVENTS, 23 NORFOLK AVENUE S. EASTON, MA 02375. Consulting Services , Employee. Non-investment related, 1-20% time spent on activity during non-securities hrs. 3. Team Casconi, since 3/1/2023, 12123 Shelbyville Road, Ste. 100-189, Louisville, KY 40243. Buy Race Horses, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-30
  • S66 Uniform Combined State Law Examination
    2007-03-30
Other Names
  • Christopher Anthony Casconi

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Palm Beach Gardens, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor