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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
AR RA APPROVED 2026-01-06
  • AR RA
    APPROVED
    Since 2026-01-06

Branch Locations

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

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

2201 Washington Ave Ste 1, Conway, AR 72032 • United States

5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States

215 S Arkansas Suite 19, Russellville, AR 72801-5008 • 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
Veritas Independent Partners, Llc Conway AR 08/2014 Present
Money Concepts Capital Corp Palm Beach Gardens FL 12/2025 Present
Murdoch Financial Services Inc. Conway AR 03/2009 Present
  • 08/2014 → Present
    Veritas Independent Partners, Llc
    Conway, AR
  • 12/2025 → Present
    Palm Beach Gardens, FL
  • 03/2009 → Present
    Murdoch Financial Services Inc.
    Conway, AR
Previous Registrations
  • 2014-08-05 → 2026-04-15
    Conway, AR
    Conway, AR
    Conway, AR
    Conway, AR
  • 2010-03-19 → 2014-08-05
    Russellville, AR
    Conway, AR
  • 2010-01-22 → 2010-03-17
    Investors Capital Corp.
    Gilford, NH
    Conway, AR
Other Businesses

1 Murdoch Financial Services, D/B/A CARDINAL INVESTMENT GROUP, since 3/2009, FINANCIAL SERVICES (Advisory), CFP, LIFE, HEALTH, 60% time spent on activity during securities hrs. 2. OWNER/CCO VERITAS INDEPENDENT PARTNERS LLC d.b.a Trutoro A BD/RIA FIRM Investment 60% time spent on activity during securities hrs. 3 Managing Member Tartan Properties, LLC rental property, no hours during market hours are contributed to this. Property management, collect rent, manage tenants. 4 Balcony Breeze Parntership, since 12/2025, rental property, Property management for this is handled by a management company. Investment related, 1-10% time spent on activity during securities hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-08-31
  • S63 Uniform Securities Agent State Law Examination
    2006-08-31
Designations
  • Certified Financial Planner
Other Names
  • Rebecca Gail Tyson
  • Gail Murdoch

View on SEC IAPD

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