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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-01-06 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
323 Townepark Circle, Louisville, KY 40243 • 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 |
|---|---|---|---|---|
| Creative Capital Group | Louisville | KY | 01/2023 | Present |
| Ubs Financial Services | Louisville | KY | 02/2017 | 12/2022 |
| Pnc Bank | Louisville | KY | 08/2014 | 02/2017 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 01/2023 | Present |
1. Creative Capital Group, since 1/1/2023, Employee, Non-investment related, 60% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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