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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-11-12 |
Branch Locations
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • 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 |
|---|---|---|---|---|
| Wealth Concepts | St. Peters | MO | 09/2017 | Present |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 09/2019 | Present |
| First Community National Bank | Eureka | MO | 09/2006 | 08/2017 |
| Castellum Asset Management | Saint Peters | MO | 10/2024 | Present |
1. Wealth Concepts, Inc. Start Date 09/11/2017. In charge of Company's operations. 102 Total hrs per month. 87 hours during trading hours. 2. Castellum Asset Management, since 10/15/2024, Consulting Services, Investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-12 |
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