Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2010-08-27 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
G4454 S Saginaw Street, Burton, MI 48529 • 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 |
|---|---|---|---|---|
| Meir, Inc | Burton | MI | 01/1986 | Present |
| Money Concepts Capital Corp | North Palm Beach | FL | 10/2000 | Present |
1. MCLR FINANCIAL INC., DBA MCLR, INC ACCOUNTING AND INCOME TAX PREPARATION, SINCE 01/1986, OWNER, PRESIDENT, ACCTNG, TAX PREP., 150 HRS. MO., 75 HRS. MO. DURING SECURITIES TRADING. 2. Michigan Society of Enrolled Agents, 12/01/2022, Board Member, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-28 |
Reach out to this advisor