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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-19 |
Branch Locations
323 Townepark Circle, Louisville, KY 40243 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Doerr Greenwell Financial Group | Louisville | KY | 08/1983 | Present |
| Dennis Doerr & Associates | Louisville | KY | 08/1983 | Present |
| Money Concepts Capital Corp | N Palm Bch | FL | 11/1985 | Present |
1.TAC Y MILNE INCOME TAX PREPARATION. FEB 1-APR 15, 2207 CHARLESTOWN ROAD, NEW ALBANY, IN 47150, SOLE PROPRIETORSHIP, TAX PREPARTAION/ACCOUNTING, NON INVESTMENT-RELATED, OWNER OR SHAREHOLDER, APPROX 60 HRS. WEEK. DURING TAX SEASON.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-12 |
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