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CRD 1332871
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
Chester, NY • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
497 Route 304 Ste 2, New City, NY 10956-3030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bears Stearns And Company | Ny | NY | 08/1984 | Present |
| Mccall Abstract Corp. | New City | NY | 09/1986 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens` | FL | 11/2003 | Present |
1. HUDSON VALLEY ACCOUNTING, INC-TAX PREPARATION, SINCE 1/1/2004, OWNER. Non-investment related, 60% time spent on activity during non-securities hrs. 2. PETITO WEALTH MANAGEMENT, LLC, OWNER. Non-investment related, 1-20% time spent on activity during non-securities hrs. 3. WORPLACE CLUB, LLC, 280 ROUTE 211 EAST MIDDLETOWN, NY 10940. Member, Non-investment related, 1-20% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-15 |
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