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William Kenneth Young Terry

Money Concepts Capital Corp

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Portland, OR

Lake Oswego, OR

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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2013-02-13
  • OR RA
    APPROVED
    Since 2013-02-13

Branch Locations

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

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

9955 Se Washington Street Ste #100, Portland, OR 97216 • United States

5200 Meadows Rd. Ste. 150, Lake Oswego, OR 97035 • 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
Money Concepts Capital Corp Palm Beach Gardens FL 02/2013 Present
Byrna Dealer Vancouver WA 10/2023 05/2025
Previous Registrations
  • 2011-11-29 → 2013-02-08
    Cuna Brokerage Services, Inc.
    Camas, WA
    Vancouver, WA
  • 2007-12-04 → 2009-05-27
    Cuso Financial Services, L.P.
    San Diego, CA
    Hillsboro, OR
  • 2003-07-16 → 2004-02-06
    U.S. Bancorp Advisors, Llc
    Bakersfield, CA
  • 2003-04-03 → 2003-07-15
    Partnervest Advisory Services Llc
    Santa Barbara, CA
  • 2002-11-29 → 2003-04-17
    Ifmg Securities, Inc.
    Bakersfield, CA
  • 2001-10-25 → 2002-12-16
    Lpl Financial Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-20
S66 Uniform Combined State Law Examination 2007-11-16
  • S65 Uniform Investment Adviser Law Examination
    2012-03-20
  • S66 Uniform Combined State Law Examination
    2007-11-16
Other Names
  • Bill Terry
  • William Kenneth Terry
  • William K Young Terry

View on SEC IAPD

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Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL
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