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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-19
NV RA APPROVED 2025-11-19
  • CA RA
    APPROVED
    Since 2025-11-19
  • NV RA
    APPROVED
    Since 2025-11-19

Branch Locations

550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • United States

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

11440 Jog Road, Palm Beach Gardens, FL 33418 • 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
Scf Marketing, Inc. Fresno CA 03/1992 03/2021
Caring Heart Residential Living, Inc. Fresno CA 12/2004 Present
Townsend Properties, Inc. Fresno CA 06/2010 Present
Innovative Advisors, Inc. Fresno CA 05/2010 Present
Loving Care Residential Living, Inc. Fresno CA 01/2014 Present
Crown Capital Securities, L.P. Orange CA 04/2017 12/2020
Western International Securities, Inc. Pasadena CA 01/2021 12/2023
Innovative Advantage, Inc. Las Vegas NV 01/2020 Present
Money Concepts Capital Corp. Palm Beach Gardens FL 11/2025 Present
  • 03/1992 → 03/2021
    Scf Marketing, Inc.
    Fresno, CA
  • 12/2004 → Present
    Caring Heart Residential Living, Inc.
    Fresno, CA
  • 06/2010 → Present
    Townsend Properties, Inc.
    Fresno, CA
  • 05/2010 → Present
    Innovative Advisors, Inc.
    Fresno, CA
  • 01/2014 → Present
    Loving Care Residential Living, Inc.
    Fresno, CA
  • 04/2017 → 12/2020
    Crown Capital Securities, L.P.
    Orange, CA
  • 01/2021 → 12/2023
    Western International Securities, Inc.
    Pasadena, CA
  • 01/2020 → Present
    Innovative Advantage, Inc.
    Las Vegas, NV
  • 11/2025 → Present
    Palm Beach Gardens, FL
Previous Registrations
  • 2012-06-20 → 2013-09-27
    Veritrust Financial, Llc
    Fresno, CA
    Austin, TX
  • 2005-06-15 → 2010-07-09
    Scf Securities, Inc.
    San Diego, CA
    Las Vegas, NV
    Visalia, CA
    Fresno, CA
    San Diego, CA
  • 2003-02-04 → 2010-07-09
    Scf Investment Advisors, Inc.
    Fresno, CA
    San Diego, CA
Other Businesses

(1) START DATE 12/2004 I DEVOTE 20 HRS/MO AS LICENSEE/LANDLORD FOR CARING HEART RESIDENTIAL LIVING, INC.; NON-INVESTMENT RELATED; MY DUTIES ARE FINANCIAL OVERSIGHT OF RESIDENTIAL CARE FACILITY FOR ELDERLY. BUSINESS LOCATION: 2865 PRESCOTT, CLOVIS, CA 93619. (2) START DATE 12/2004, I'M A REAL ESTATE BROKER FOR TOWNSEND PROPERTIES, INC.; THIS ACTIVITY IS INVESTMENT RELATED, ALTHOUGH I MAINTAIN MY LICENSE, MY ONLY TRANSACTIONS ARE PERSONAL OR FOR FAMILY MEMBERS. BUSINESS LOCATION: 1628 E. El Paso - Fresno, CA 93720. (3) START DATE 01/2014, I DEVOTE 10 HRS/MO AS LICENSEE FOR LOVING CARE RESIDENTIAL LIVING, INC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE FINANCIAL OVERSIGHT OF RESIDENTIAL CARE FACILITY FOR ELDERLY. BUSINESS LOCATION: 8383 E. PAUL AVE., CLOVIS, CA 93619. (4)START DATE 05/2010, I DEVOTE 20 HRS/MONTH AS INDEPENDENT CONTRACTOR/RECRUITING CONSULTANT FOR INNOVATIVE ADVISORS, INC., INNOVATIVE ADVANTAGE INSURANCE SERVICES. THIS IS INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE TRAINING INSURANCE AGENTS TO MARKET PRODUCTS. BUSINESS LOCATION: 10620 SOUTHERN HIGHLANDS PARKWAY #110, LAS VEGAS, NV 89141. (5)START DATE 01/2020, I DEVOTE 50 HOURS/MONTH AS A RECRUITING CONSULTANT FOR INNOVATIVE ADVANTAGE, INC. THIS IS INVESTMENT RELATED AND MY DUTIES INCLUDE TRAINING INSURANCE AGENTS TO MARKET PRODUCTS. BUSINESS LOCATION IS 10620 SOUTHERN HIGHLANDS PARKWAY #110, LAS VEGAS, NV 89141. (6)START DATE 11/2024, I DEVOTE 1 HOUR/MONTH TO OLYMPIA RIDGE COMMUNITY ASSOCIATION. THIS IS NOT INVESTMENT RELATED AND MY DUTIES INCLUDE ATTENDING A BOARD MEETING FOR MY HOMEOWNERS ASSOCIATION EVERY TWO MONTHS. BUSINESS LOCATION IS 11411 SOUTHERN HIGHLANDS PARKWAY, LAS VEGAS, NV 89141. (7)START DATE 12/2004, I DEVOTE LESS THAN 1 HOUR PER MONTH TO 'TO WHOM HONOR IS DUE' SENIOR CARE CONSULTING. THIS IS NOT INVESTMENT RELATED AND MY DUTIES CONSIST OF ATTENDING ONE BOARD MEETING PER YEAR. BUSINESS LOCATION IS 10013 E. McKINLEY AVENUE, SANGER, CA 93657.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-13
  • S63 Uniform Securities Agent State Law Examination
    1986-02-13
Designations

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