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John David Kuhn

Money Concepts Capital Corp

Palm Beach Gardens, FL

Galloway, OH

Palm Beach Gardens, FL

CRD 1562808

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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:

Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2002-04-16
  • OH RA
    APPROVED
    Since 2002-04-16

Branch Locations

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

6460 West Broad Street, Galloway, OH 43119 • 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
Kuhn Accounting & Financial Services West Jefferson OH 11/1987 Present
Money Concepts Capital Corp Palm Beach Gardens FL 02/2002 Present
  • 11/1987 → Present
    Kuhn Accounting & Financial Services
    West Jefferson, OH
  • 02/2002 → Present
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
Other Businesses

OWNER, CPA. KUHN ACCOUNTING & FINANCIAL SERVICES, INC., SINCE 11/1987, INDIVIDUAL & CORP. TAX RETURN PREP. AND COMPILATION OF FINANCIAL STMTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-11
  • S63 Uniform Securities Agent State Law Examination
    1998-09-11
Other Names
  • Jack Kuhn

View on SEC IAPD

Nearby Firms

WIN ADVISORS, INC
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS

Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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