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Employer firm

724 Capital, LLC CRD 318170

$259M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
724 Capital, Llc

Lansing, MI • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-20
TX RA APPROVED 2026-01-20
  • CA RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED
    Since 2026-01-20

Branch Locations

Lansing, MI • United States

8483 N. Millbrook Ave. Suite 106, Fresno, CA 93720 • United States

Ministry Partners Securities, Llc

One Pointe Dr., Suite 205, Brea, CA 92821 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-05-08
ID RA APPROVED 2022-12-13
IL RA APPROVED 2022-07-29
OR RA APPROVED 2018-03-29
TX RA APPROVED 2015-05-18
CA RA APPROVED 2013-11-26
  • TN RA
    APPROVED
    Since 2025-05-08
  • ID RA
    APPROVED
    Since 2022-12-13
  • IL RA
    APPROVED
    Since 2022-07-29
  • OR RA
    APPROVED
    Since 2018-03-29
  • TX RA
    APPROVED
    Since 2015-05-18
  • CA RA
    APPROVED
    Since 2013-11-26

Branch Locations

One Pointe Dr, Suite 205, Brea, CA 92821 • United States

One Pointe Dr., Suite 205, Brea, CA 92821 • United States

8483 N. Millbrook Avenue, Suite 106, Fresno, CA 93720 • United States

716 E. Colorado Ave., Nampa, ID 83686 • 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
Ministry Partners Securities Llc Brea CA 11/2013 Present
724 Capital, Llc Fresno CA 06/2023 Present
Previous Registrations
Other Businesses

1. FINANCIAL PROFESSIONALS GROUP SERVES AS THE INSURANCE MARKETING ORGANIZATION FOR VARIOUS INSURANCE COMPANIES.; LOCATED AT 26741 PORTOLA PARKWAY #1E639, FOOTHILL RANCH, CA 92610, INDEPENDENT SALES REPRESENTATIVE FOR FIXED INSURANCE PRODUCTS WITH VARIOUS INSURANCECOMPANIES. APPROX. 5-10 HRS PER MONTH MOST DURING TRADING HRS. 2. KINGDOM ADVISORS STUDY GROUP LEADER, PROFESSIONAL ASSOCIATION FOCUSED ON EDUCATING & SUPPORTINGFINANCIAL PROFESSIONALS IN APPLYING BIBLICAL PRINCIPLES TO THEIR BUSINESS. NON-INVESTMENT RELATED, 260 INTERSTATE NORTH CIRCLE SE, SUITE 100, ATLANTA, GA 30339, 2-3 PER MONTH DURINGNON-SECURITIES TRADING HOURS, START OCTOBER 2017, VOLUNTEER (NON-COMPENSATED) POSITION WITH ATITLE OF FRESNO AREA STUDY GROUP LEADER. 3. 724 CAPITAL LLC, INVESTMENT ADVISOR SERVICES, 6986 WILLIAMS RD., LANSING, MI 148911, I AM AN INVESTMENT ADVISER REPRESENTATIVE, PROVIDE FINANCIAL PLANNING, INVESTMENT ADVICE. INVESTMENT RELATED, 25-30 HOURS A MONTH DURING SECURITIES TRADING HOURS. 4. ONE RESOURCE GROUP LOCATED AT 13548 ZUBRICK ROAD. ROANOKE, IN 46783, INVESTMENT RELATED, MANAGING GENERAL AGENT, FIXED AND INDEXED ANNUITIES, LIFE, DISABILITY, STARTED 2024, 5-10 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-04
  • S66 Uniform Combined State Law Examination
    1999-05-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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