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Advisor at MONEY CONCEPTS ADVISORY SERVICE
Jacksonville, AR | SAINT PETERS, MO | PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Dec 5, 2025 | n/a | yes | Jacksonville, AR|SAINT PETERS, MO|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL | Current employment |
| Trutoro | Former SEC adviser | Nov 7, 2019 | Dec 10, 2025 | no | Jacksonville, AR|Cabot, AR|CONWAY, AR|CONWAY, AR|Jacksonville, AR|Cabot, AR | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Aug 27, 2014 | Nov 15, 2019 | no | WARD, AR|Cabot, AR | Previous registration |
| GENWEALTH FINANCIAL ADVISORS, LLC | n/a | Nov 2, 2011 | Oct 3, 2014 | no | BRYANT, AR | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 2, 2011 | Sep 12, 2014 | no | ALEXANDER, AR|LONOKE, AR | Previous registration |
| EDWARD JONES | National bd RIA | Nov 10, 2009 | Mar 30, 2011 | no | ST LOUIS, MO|WARD, AR|CABOT, AR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Trutoro | MONEY CONCEPTS ADVISORY SERVICE | Dec 10, 2025 | Dec 5, 2025 | -5 | Firm change | RIA to ibd |
| AVANTAX ADVISORY SERVICES | Trutoro | Nov 15, 2019 | Nov 7, 2019 | -8 | Firm change | Ibd to RIA |
| GENWEALTH FINANCIAL ADVISORS, LLC | AVANTAX ADVISORY SERVICES | Oct 3, 2014 | Aug 27, 2014 | -37 | Firm change after gap | Other |
| LPL FINANCIAL LLC | GENWEALTH FINANCIAL ADVISORS, LLC | Sep 12, 2014 | Nov 2, 2011 | -1,045 | Firm change after gap | Other |
| EDWARD JONES | LPL FINANCIAL LLC | Mar 30, 2011 | Jun 2, 2011 | 64 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169291:12963:AR:2025-12-06 | Dec 10, 2025 | Dec 5, 2025 | CABOT, AR | Firm change |