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Current Employers
Money Concepts Capital Corp

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-25
ID RA APPROVED 2003-07-21
  • VA RA
    APPROVED
    Since 2023-09-25
  • ID RA
    APPROVED
    Since 2003-07-21

Branch Locations

Richmond, VA • United States

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

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Concepts Capital Corp Palm Beach Gardens FL 03/2002 Present
Other Businesses

1. Priority Planning Financial LLC, since 4/15/2014, Owner, Non-investment related, 41-60% time spent on activity during securities hrs. 2. JVHC-Cappel LLC. Managing Member. Start Date 12/01/2022. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-08
S63 Uniform Securities Agent State Law Examination 1995-09-11
  • S65 Uniform Investment Adviser Law Examination
    1996-07-08
  • S63 Uniform Securities Agent State Law Examination
    1995-09-11
Other Names
  • Greg Cappel

View on SEC IAPD

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