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Wyatt Stephen James Finnell

Money Concepts Capital Corp

Palm Beach Gardens, FL

Louisville, KY

Lexington, KY

Palm Beach Gardens, FL

CRD 7598300

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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 2023-04-18
  • KY RA
    APPROVED
    Since 2023-04-18

Branch Locations

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

323 Townepark Circle, Louisville, KY 40243 • United States

138 E. Reynolds Rd. Suite 201, Lexington, KY 40517 • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
Jq Financial Solutions Lexington KY 07/2022 Present
University Of Kentucky Lexington KY 06/2018 05/2022
Money Concepts Capital Corp Palm Beach Gardens FL 02/2023 Present
Henry County High School New Castle KY 10/2015 05/2018
  • 07/2022 → Present
    Jq Financial Solutions
    Lexington, KY
  • 06/2018 → 05/2022
    University Of Kentucky
    Lexington, KY
  • 02/2023 → Present
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
  • 10/2015 → 05/2018
    Henry County High School
    New Castle, KY
Other Businesses

JQ Financial Solutions, LLC. Start date 07/12/2022. Admin and paraplanner. 160 Total hours per month. 160hrs during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2023-04-17

View on SEC IAPD

Nearby Firms

WIN ADVISORS, INC
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS

Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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