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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2015-07-08 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
9426 Spring Creek Court, Middleville, MI 49333 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Middleville | MI | 10/2013 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2014 | Present |
1.THORNAPPLE FINANCIAL CENTER. NON-INVESTMENT RELATED. ASSISTANT. SUPPORT SERVICE IN ACCOUNT & TAX BUSINESS. START DATE DEC 2013. 32HRS/MO TOTAL. 24HRS/MO DURING SECURITIES TRADING HOURS. 2. Foster Financial Group LLC, since 7/2024, Owner, Tax purposes, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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