Richard Peter Bulcavage

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

Authority	Category	Status	Date
FL	RA	APPROVED	2019-01-22
MD	RA	APPROVED	1994-01-01

FL RA
APPROVED

Since 2019-01-22
MD RA
APPROVED

Since 1994-01-01

Branch Locations

Sun City Center, FL • United States

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

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

5619 Harney Rd, Tampa, FL 33610 • United States

3710 North 50Th, Tampa, FL 33619 • United States

619 30Th St, Ne, Ruckin, FL 33570 • 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

Organization	City	State	From	To
Bishop Ireton High School	Alexandria	VA	09/1979	09/2016
Money Concepts Capital Corp	Palm Beach Gardens	FL	12/1985	Present
Integrated Trust Systems	Alexandria	VA	06/2011	Present

09/1979 → 09/2016

Bishop Ireton High School

Alexandria, VA
12/1985 → Present

Money Concepts Capital Corp

Palm Beach Gardens, FL
06/2011 → Present

Integrated Trust Systems

Alexandria, VA

Other Businesses

1. INTEGRATED TRUST SYSTEMS, LLC, since 6/10/2011. AGENT OR REPRESENTATIVE,DATA COLLECTION, non- investment related 20% OF THIS ACTIVITY, 4 HRS MO. DURING SECURITIES TRADING.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-10-12
S63	Uniform Securities Agent State Law Examination	1984-07-03

S65 Uniform Investment Adviser Law Examination

1993-10-12
S63 Uniform Securities Agent State Law Examination

1984-07-03

Designations

Certified Financial Planner

Other Names

Rich Bulcavage

View on SEC IAPD