Joe Carroll Doggett

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1994 → 07/2022
  Jcd Investment Inc
  Columbus, IN
• 08/2010 → 07/2022
  Grove Point Investments, Llc
  Rockville, MD
• 07/2022 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2010-11-10 → 2022-07-20
  Jcd Investments, Llc
  Columbus, IN
• 2006-01-06 → 2008-12-31
  Jcd Investments, Llc
  Columbus, IN
• 2004-07-08 → 2004-12-31
  Jcd Investments, Llc
  Columbus, IN
• 1995-04-17 → 2003-12-31
  Jcd Investments, Llc
  Columbus, IN
• 2000-06-08 → 2003-07-16
  Equitable Advisors, Llc
  Columbus, IN

Other Businesses

1. JOE C. DOGGETT & COMPANY, INC. POSITION: PRESIDENT NATURE: HEALTH INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 20 START DATE: 01/01/1983 ADDRESS: 1503 WASHINGTON STREET, SUITE B COLUMBUS, IN 47201 DESCRIPTION: SOLICIT BUSINESSES FOR??,INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-11
• S63 Uniform Securities Agent State Law Examination
  1983-04-21

Designations

• Chartered Financial Consultant