Best Investors
Account
Sign in
Money Concepts Capital Corp CRD 12963
$4.07B regulatory AUM 1,108 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-03-16 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Cary, NC • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Plam Beach Gardens | FL | 03/2015 | Present |
| Paladin Financial Services, Inc | Rocky Mount | NC | 06/2000 | Present |
1.PALADIN FINANCIAL SERVICE,INC, SINCE 06/2000, PRESIDENT, NON INVESTMENT RELATED BUSINESS, CHECKING ACCOUNTS, MEDICARE AND HEALTH INSURANCE, APPROXIMATELY 96 HRS. MO DURING SECURITES. HOURS PER MONTH: 55 HOURS PER MONTH DURING TRADING HOURS: 45 2. WHIG TV "The Live Morning Show" co-host, 201 Tyler Drive Rocky Mount, NC 27804. Volunteer, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. IARFC Board of Directors, since 1/1/2024, Board Member, Non-investment related, 1-10% time spent on activity during securities hrs. 4. Wake County Board of Elections Assistand, since 5/7/2024, 1220 Pound St., Cary, NC, 27511. Volunteer, Non-investment related, 1-10% time spent on activity during non-securities hrs. 5. West Raleigh Rotary Club, since 7/1/2024, 4200 Hillsborough St., NC, 27606, Non-Profit, Seargent At Arms, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-10 |
Reach out to this advisor