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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-16 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
1980 N. Second Dr., Phoenix, AZ 85027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rochford, Burns, Nasses, And Associates Llc | Phoenix | AZ | 01/2017 | Present |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 06/2026 | Present |
| College Was Grand Canyon University | Phoenix | AZ | 08/2013 | 04/2017 |
Rochford, Burns, Nasses, and Associates LLC. Not-investment related. 4647 N 32nd St Ste 275, Phoenix, AZ 85018. Tax and Accounting Firm. Business Accountant. December, 2017. 130 Total Hours per month. 20hours during securities trading hours. Provide outsourced bookkeeping, controller services, and cfo services for small businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-11 |
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