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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-09-22 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
2985 Gordy Parkway, Marietta, GA 30066 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hispanic Wealth | Alpharetta | GA | 05/2012 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2014 | Present |
1. Hispanic Wealth, LLC. Non-investment related. Since 07/01/2012. 5245 Millsford Ct., Cumming GA 30040. Teaching/Coaching. CEO. Management responsibilities. Creator of culturally-competent educational content. Actuarial consultant. Time devoted 21-40% . 50 total hours per month. 40hrs Hours during securities trading hours. 2. Retire Friday, LLC, Non-Investment related. 5815 Windward Parkway, Suite 302, Alpharetta, GA 30005. Actuarial, consulting, and education. CEO - Represent the company, member of the board of directors, develop educational material, and provide consulting. 11-20% time spent. 15 total hours per month. Zero hours during securities trading hours. 3. New Generations Foundation, since 2/1/2023, 5815 Windward Pkwy, Ste. 302, Alpharetta, GA 30005. Board of Directors, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
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