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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-25 |
| ID | RA | APPROVED | 2003-07-21 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 03/2002 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-11 |
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