Benjamin Mac Burgeson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 03/2021
  H.BEck, Inc.
  Rockville, MD
• 04/2021 → 07/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 07/2024
  Grove Point Investments, Llc
  Rockville, MD
• 08/2024 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2021-04-01 → 2024-08-05
  Grove Point Advisors, Llc
  Rockville, MD
  Jacksonville, TX
  Rockville, MD
• 2009-11-03 → 2021-04-01
  Grove Point Investments, Llc
  Houston, TX
  Jacksonville, TX
• 2006-11-28 → 2009-10-19
  New England Securities
  Houston, TX
• 2003-06-30 → 2006-11-27
  Ameriprise Advisor Services, Inc.
  Houston, TX
  Houston, TX
• 2003-03-05 → 2003-07-10
  Choreo, Llc
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-05
• S63 Uniform Securities Agent State Law Examination
  1985-11-08

Other Names

• Ben Burgeson
• Benjamin M Burgeson
• Benjamin Mac Burgeson
• Benjamin Burgeson