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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-10-15 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Columbus, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fullerton Financial Services | Columbus | NJ | 03/1992 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2014 | Present |
1.FULLERTON FINANCIAL SERVICES- DBA FFS INSURANCE. INVESTMENT RELATED. FINANCIAL SERVICES: HEALTH AND P&C . PRESIDENT. STARTED 01/06. 40 HRS A MONTH. 40 HRS DURING SECURITIES TRADING HOURS. HIGH SALES SUPPORT, EXECUTIVE MANAGEMENT.PERFORM ACCOUNTING RESPONSIBILITIES. 2. Burlington Country Club Board of Governors, since 6/30/2025, 170 Burrs Road, Westampton, NJ 08060. Board Member, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-02 |
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