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.

Current firm

MONEY CONCEPTS ADVISORY SERVICE

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

Dec 20, 1988

First registration

Jan 28, 1994

Dual registered

yes, broker-dealer

IAPD individual key

1891886

• Occurred

  Dec 6, 2025
  Advisor changed firm

  Jim Donald Leonard left Trutoro for Money Concepts Advisory Service (registered 2025-12-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ac7bfa8-411d-9ae4-2b2d-5143394cc58e

First observed

Jan 28, 1994

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.