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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

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-06
  • OH RA
    APPROVED
    Since 2026-08-06

Branch Locations

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

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

81 Mill Street Suite 300, Gahanna, OH 43230 • 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
OrganizationCityStateFromTo
Yldj Consulting, Inc Columbus OH 01/2010 Present
Ncrease Financial Services Columbus OH 01/2005 Present
Intuit Columbus OH 12/2017 12/2023
Ron Lykins Cpas Westerville OH 11/2016 01/2022
Lincoln Douglas Investments, Llc Mt Vernon OH 03/2021 07/2026
Mcconnell Jones Durham NC 06/2026 Present
Money Concepts Capital Corp. Palm Beach Gardens FL 08/2026 Present
  • 01/2010 → Present
    Yldj Consulting, Inc
    Columbus, OH
  • 01/2005 → Present
    Ncrease Financial Services
    Columbus, OH
  • 12/2017 → 12/2023
    Intuit
    Columbus, OH
  • 11/2016 → 01/2022
    Ron Lykins Cpas
    Westerville, OH
  • 03/2021 → 07/2026
    Mt Vernon, OH
  • 06/2026 → Present
    Mcconnell Jones
    Durham, NC
  • 08/2026 → Present
    Palm Beach Gardens, FL
Previous Registrations
Other Businesses

1. YLDJ Consulting, Inc. not-investment related. Residential Real Estate Property Owner. Start date 01/2010. 2 total hrs/month . Apprx 2 hrs/month during securities trading hours. 2. Ncrease Financial Services, LLC. Not- investment related. Start Date 01/2005. CPA firm owner. Tax prep and planning, and accounting services for small businesses, start date 01/2005. 160 total hours/month. 120 hrs during securities trading hours 3. McConnell Jones. Non-Investment related. Start Date 06/29/2026. Partnership. Tax Preparation and account services. 6114 Fayetteville Rd., Suite 101, Durham, NC 27713. 120 Total hrs/month. 120hours during securities trading hours.

Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Tenesha Brown

View on SEC IAPD

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