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CRD 1193015
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 |
|---|---|---|---|
| IN | RA | APPROVED | 1998-12-18 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
8275 Allison Pointe Trail Suite 375, Indianapolis, IN 46250 • United States
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Indianapolis | IN | 03/1986 | Present |
1. CIRCLE FINANCIAL PLANNING, INC. since 5/14/1984, owner , DBA, Non-investment related, 1-10% time spent on activity during securities hrs. 2. MERL, LLC, 7214 CREST LANE, INDIANAPOLIS, IN., OWNER OR SHAREHOLDER, OFFICER, DIRECTOR, COMMERCIAL PROPERTY MANAGEMENT, ENGAGE AND OVERSEE PRODRESSIONS TO DO TAXES. PRODUCE FINANCIAL STATEMENTS AND KEEP BOOKS. HIRE CONTRACTORS FOR BUILDING MAINTANCENCE AS NEEDED. COMMUNICATE WITH TENANTS AS NECESSARY AND MEET THIER NEEDS AND COLLECT RENT.1-20% CONDUCTING THIS ACTIVITY, 4 HRS. MO. DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-02 |
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