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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2014-04-28 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
417 Winchester St. Ste. 1, Keene, NH 03431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kapiloff Insurance Agency, Inc | Keene | NH | 01/1983 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2014 | Present |
1. KAPILOFF INSURNACE AGENCY INC., SINCE 1983, Vice PRESIDENT, P&C, LIFE & HEALTH, SELF MANAGEMENT, ALL DURING SECURITIES TRADING. 2. Mtame LLC, 417 Winchester Street Keene, NH 03431, Commercial Property Management. Officer, Non-investment related, 1-20% time spent on activity during non-securities hrs. 3. MAPS, 612 West Street, Keene, New Hampshire, 03431. Board Member, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-02 |
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