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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-07-11 |
Branch Locations
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
2855 N. 19Th Ave. Suite J, Bozeman, MT 59718 • United States
85 Mill Town Loop, Unit B, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 05/2017 | Present |
| Lwk Associates Of Montana Dba H&R Block | Bozeman | MT | 01/2015 | Present |
1. HSL Investments LLC, 2855 N. 19th Avenue, Suite J, Boxeman, MT 59715.Non-Investment related. Start date 1/1/2017. managing member, operate and manage the business.This LLC is for the Money Concepts book of business. 180 total hrs per month 160 hours a month during trading hours. 2. LWK Associates of Montana,LLC, dba H&R Block, 2855 N. 19th Avenue, Suite J, Bozeman, MT 59715. Start date 1/1/2014.Non-investment related. manager, tax professional, My duties include management, administration 3. HS Partners LLC, 1069 E US-54. Camdenton, MO 65020. DBA H&R Block, CPA, Start Date 05/14/2024. Owner. CPA, Tax Preparation, Accounting. Non-investment related, 0-10% time spend conducting this activity. Zero Hrs/Month during securities trading hrs. 4. Portly Pup LLC, 4600 Sourdough Rd, Bozeman, MT 59715. Owner, Non-investment related, 1-10% time spent on activity during securities hrs. 5. Haring LLC, 4600 Sourdough Rd, Bozeman, MT. Rental Property, Owner , Non-investment related, 1-10% time spent on activity during securities hrs. 6. HS Partners LLC (1), since 5/17/2024, 1069 E US-54, Camdenton, MO 65020, CPA, Tax Preparation, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs. 7. Bozeman Aikido Board of Directors. Start Date 05/17/2024. 2430 N. 7th Ave. Unit 2, Bozeman, MT 59715. Non-Profit. Director. Assist in administration of the aikido training dojo. 1-10% time conducting business. Zero Hrs/Month During securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-06 |
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